Filer Snapshot

Summit Equities Inc

CIK 0001608062. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

20

Latest Filing

13 Nov 2018

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 13 Nov 2018 for CIK 0001608062.

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Business address
4 Campus Drive, Parsippany, NJ, 07054
Top securities (13F)
VTI, VEU, VOE, VTV, GNR, VBR, USCI, VDE, IUSB, VEA, MUB, IUSV, IWB, VCIT, BIV, VWO, IWO, ETP, SCHX, and EPD
State of incorporation
NJ
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Summit Equities Inc

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $601.27M across 40 reported holdings for Q3 2018.
  • Largest parsed 13F holding: VTI at $300.67M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 40 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q3 2018 - 13 Nov 2018

VTI

50%

Vanguard Index Fds Total Stk Mkt

$300.67M

VEU

20.1%

Vanguard Intl Equity Index F Allwrld Ex Us

$120.61M

VOE

5.5%

Vanguard Index Fds Mid Cap Value Etf

$33.27M

VTV

5.1%

Vanguard Index Fds Value Etf

$30.42M

GNR

4.5%

Spdr Index Shs Fds Glb Nat Resrce

$26.98M

Latest update

What changed recently for Summit Equities Inc

New filing available

Latest 13F period: Q3 2018. Open the source-backed page to inspect the fresh filing or facts context.

Update date

13 Nov 2018

Page type

Filer profile

Latest period

Q3 2018

Institutional portfolio context was refreshed from a 13F filing filed on 13 Nov 2018.

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Benchmark Context

Benchmark context for this company

Summit Equities Inc has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q3 2018. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Summit Equities Inc has filed 20 SEC EDGAR filings since 16 May 2014. Common forms include 13F-HR, 13F-HR/A.

Summit Equities Inc SEC filings Summit Equities Inc 13F portfolio

Latest Filings

Recent SEC filings for Summit Equities Inc with direct links to document and filing folders.

13F-HR File 028-16186

13F-HR filing

Filing date
13 Nov 2018
Reporting date
30 Sep 2018
SEC evidence
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13F-HR File 028-16186

13F-HR filing

Filing date
31 Jul 2018
Reporting date
30 Jun 2018
SEC evidence
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13F-HR File 028-16186

13F-HR filing

Filing date
11 May 2018
Reporting date
31 Mar 2018
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13F-HR File 028-16186

13F-HR filing

Filing date
20 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
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13F-HR File 028-16186

13F-HR filing

Filing date
13 Nov 2017
Reporting date
30 Sep 2017
SEC evidence
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13F-HR File 028-16186

13F-HR filing

Filing date
14 Aug 2017
Reporting date
30 Jun 2017
SEC evidence
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13F-HR File 028-16186

13F-HR filing

Filing date
09 May 2017
Reporting date
31 Mar 2017
SEC evidence
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13F-HR File 028-16186

13F-HR filing

Filing date
10 Feb 2017
Reporting date
31 Dec 2016
SEC evidence
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13F-HR File 028-16186

13F-HR filing

Filing date
14 Nov 2016
Reporting date
30 Sep 2016
SEC evidence
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13F-HR File 028-16186

13F-HR filing

Filing date
04 Aug 2016
Reporting date
30 Jun 2016
SEC evidence
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13F-HR File 028-16186

13F-HR filing

Filing date
06 May 2016
Reporting date
31 Mar 2016
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13F-HR File 028-16186

13F-HR filing

Filing date
17 Feb 2016
Reporting date
31 Dec 2015
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13F-HR File 028-16186

13F-HR filing

Filing date
16 Nov 2015
Reporting date
30 Sep 2015
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13F-HR File 028-16186

13F-HR filing

Filing date
14 Aug 2015
Reporting date
30 Jun 2015
SEC evidence
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13F-HR File 028-16186

13F-HR filing

Filing date
15 May 2015
Reporting date
31 Mar 2015
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13F-HR File 028-16186

13F-HR filing

Filing date
17 Feb 2015
Reporting date
31 Dec 2014
SEC evidence
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13F-HR File 028-16186

13F-HR filing

Filing date
13 Nov 2014
Reporting date
30 Sep 2014
SEC evidence
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13F-HR/A File 028-16186

13F-HR/A filing

Filing date
14 Aug 2014
Reporting date
30 Jun 2014
SEC evidence
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13F-HR File 028-16186

13F-HR filing

Filing date
14 Aug 2014
Reporting date
30 Jun 2014
SEC evidence
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Next action
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13F-HR File 028-16186

13F-HR filing

Filing date
16 May 2014
Reporting date
31 Mar 2014
SEC evidence
Open document Open filing
Next action
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About this filer

Summit Equities Inc files with the SEC under CIK 0001608062. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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