Filer Snapshot

Summit X, LLC

CIK 0001697729. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

35

Latest filing

13 Nov 2025

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2025. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Latest 13F portfolio

$536.38M

255 holdings for Q2 2025

Open portfolio

Largest parsed holding

VONG

$35.62M reported value

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 13 Nov 2025 for CIK 0001697729.

View source filing
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
16020 Swingley Ridge Road, Suite 110, Chesterfield, MO, 63017
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
MO
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Summit X, LLC

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

Quick read

  • Latest parsed 13F shows $536.38M across 255 reported holdings for Q2 2025.
  • Largest parsed 13F holding: VONG at $35.62M.

SEC source mix

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

XML parsed
13F portfolio 255 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

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

Open

Top parsed 13F holdings

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

Q2 2025 - 07 Aug 2025

Top 5 concentration

23%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$123.24M

Compared with $536.38M total 13F value.

Top 5 net change

-$8.72M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: VONG ยท Largest trim: NVDA

VONG NVDA IVV DYNF AAPL Other holdings

VONG

6.6%

Vanguard Scottsdale Fds

$35.62M

NVDA

4.3%

Nvidia Corporation

$22.94M

IVV

4.2%

Ishares Tr

$22.62M

DYNF

3.9%

Blackrock Etf Trust

$21.16M

AAPL

3.9%

Apple Inc

$20.9M

Latest update

What changed recently for Summit X, LLC

New filing available

Latest 13F period: Q3 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

13 Nov 2025

Page type

Filer profile

Latest period

Q3 2025

Institutional portfolio context was refreshed from a 13F filing filed on 13 Nov 2025.

Benchmark Context

Benchmark context for this company

Summit X, LLC 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

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q3 2025. 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.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0001697729 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
35
First seen
14 Aug 2017
Latest filing
13 Nov 2025
Entity
Company

Observed form types

13F-HR 13F-HR/A

Latest Filings

Showing the latest 12 of 35 SEC filings for Summit X, LLC.

13F-HR

13F-HR filing

Filing date
13 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
07 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
02 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
07 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
07 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
10 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
10 May 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
03 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
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