Current Market Value 601,267,413
Current Holdings 40
Most Recent File Date 2018-11-13
Total Filings on Record 20
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Summit Equities Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2018-11-13 2018-09-30 13F-HR 40 601,267
2018-07-31 2018-06-30 13F-HR 40 574,602
2018-05-11 2018-03-31 13F-HR 37 575,283
2018-02-20 2017-12-31 13F-HR 37 586,642
2017-11-13 2017-09-30 13F-HR 34 543,250
2017-08-14 2017-06-30 13F-HR 32 488,079
2017-05-09 2017-03-31 13F-HR 25 446,407
2017-02-10 2016-12-31 13F-HR 25 403,090
2016-11-14 2016-09-30 13F-HR 21 383,138
2016-08-04 2016-06-30 13F-HR 21 362,276
2016-05-06 2016-03-31 13F-HR 21 343,884
2016-02-17 2015-12-31 13F-HR 25 329,083
2015-11-16 2015-09-30 13F-HR 21 306,812
2015-08-14 2015-06-30 13F-HR 22 330,935
2015-05-15 2015-03-31 13F-HR 22 303,933
2015-02-17 2014-12-31 13F-HR 23 281,765
2014-11-13 2014-09-30 13F-HR 20 264,162
2014-08-14 2014-06-30 13F-HR/A 1 R 21 254,209
2014-08-14 2014-06-30 13F-HR 21 3,760,695
2014-05-16 2014-03-31 13F-HR 21 226,493