13F Filings History of Summit Equities Inc
- Latest 13F filing
- Q3 2018 - 13 Nov 2018
- Latest reported 13F value
- $601,267,413
- Largest 13F holdings
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VTI VEU VOE VTV GNR VBR USCI VDE IUSB VEA MUB IUSV
+8 more
IWB VCIT BIV VWO IWO ETP SCHX EPD - Form 13F summary
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- Summit Equities Inc Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Summit Equities Inc reported 40 equity holdings with a total reported market value of $601,267,413 for Q3 2018. Top reported holdings included VTI, VEU, VOE, VTV, and GNR.
- Manager signature
- James Carson-Zyats - Senior Compliance Examiner
- Manager location
- Parsippany, NJ
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q3 2018
Latest value
$601,267,413
Quarter delta
+$26,665,758
Accepted
13 Nov 2018, 09:40
Rows shown
1-19 of 19
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2018 | 40 | $601,267,413 | +$6,055,510 | -$1,885,333 | +$4,170,177 | VTI, VEU, VOE, VTV, GNR | 13F-HR | 13 Nov 2018, 09:40 |
| Q2 2018 | 40 | $574,601,655 | +$2,438,354 | -$12,343,619 | -$9,905,265 | VTI, VEU, VOE, VTV, GNR | 13F-HR | 31 Jul 2018, 11:02 |
| Q1 2018 | 37 | $575,282,783 | +$4,969,401 | -$7,824,351 | -$2,854,950 | VTI, VEU, VOE, VTV, GNR | 13F-HR | 11 May 2018, 14:13 |
| Q4 2017 | 37 | $586,641,503 | +$16,977,604 | -$1,857,320 | +$15,120,284 | VTI, VEU, VOE, VTV, GNR | 13F-HR | 20 Feb 2018, 12:36 |
| Q3 2017 | 34 | $543,249,503 | +$35,336,309 | -$1,378,526 | +$33,957,783 | VTI, VEU, VOE, VTV, GNR | 13F-HR | 13 Nov 2017, 17:08 |
| Q2 2017 | 32 | $488,079,000 | +$35,357,369 | -$1,370,237 | +$33,987,132 | VTI, VEU, VOE, VTV, GNR | 13F-HR | 14 Aug 2017, 15:18 |
| Q1 2017 | 25 | $446,407,000 | +$32,872,785 | -$8,882,497 | +$23,990,288 | VTI, VEU, VOE, VTV, GNR | 13F-HR | 09 May 2017, 13:59 |
| Q4 2016 | 25 | $403,090,000 | +$10,694,907 | -$833,381 | +$9,861,526 | VTI, VEU, VOE, VTV, VBR | 13F-HR | 10 Feb 2017, 12:45 |
| Q3 2016 | 21 | $383,138,000 | +$6,645,535 | -$780,670 | +$5,864,865 | VTI, VEU, VOE, VTV, VBR | 13F-HR | 14 Nov 2016, 10:26 |
| Q2 2016 | 21 | $362,276,000 | +$8,617,563 | -$60,895 | +$8,556,668 | VTI, VEU, VOE, VTV, VBR | 13F-HR | 04 Aug 2016, 11:31 |
| Q1 2016 | 21 | $343,884,000 | +$25,550,786 | -$12,713,677 | +$12,837,109 | VTI, VEU, VOE, VTV, VBR | 13F-HR | 06 May 2016, 11:14 |
| Q4 2015 | 25 | $329,083,000 | +$15,064,865 | -$3,431,912 | +$11,632,953 | VTI, VEU, VOE, VTV, VBR | 13F-HR | 17 Feb 2016, 10:28 |
| Q3 2015 | 21 | $306,812,000 | +$12,043,193 | -$581,396 | +$11,461,797 | VTI, VEU, VOE, VTV, VBR | 13F-HR | 16 Nov 2015, 12:53 |
| Q2 2015 | 22 | $330,935,000 | +$31,860,697 | -$2,805,842 | +$29,054,855 | VTI, VEU, VOE, VTV, VDE | 13F-HR | 14 Aug 2015, 12:40 |
| Q1 2015 | 22 | $303,933,000 | +$29,031,765 | -$9,930,908 | +$19,100,857 | VTI, VEU, VTV, VDE, VBR | 13F-HR | 14 May 2015, 21:10 |
| Q4 2014 | 23 | $281,765,000 | +$18,831,647 | -$1,787,878 | +$17,043,769 | VTI, VEU, VTV, VDE, VBR | 13F-HR | 17 Feb 2015, 09:05 |
| Q3 2014 | 20 | $264,162,000 | +$18,075,968 | -$266,000 | +$17,809,968 | VTI, VEU, VDE, VTV, VBR | 13F-HR | 13 Nov 2014, 15:31 |
| Q2 2014 | 21 | $254,209,000 | +$16,375,100 | -$22,221 | +$16,352,879 | VTI, VEU, VDE, VTV, VBR | Restatement | 14 Aug 2014, 13:06 |
| Q1 2014 | 21 | $226,493,000 | $0 | $0 | $0 | VTI, VEU, VDE, VTV, VBR | 13F-HR | 15 May 2014, 17:45 |