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Summit X, LLC

SEC CIK
0001697729
Latest filing
Nov 13, 2025

MMD holding history

NYLI MacKay DefinedTerm Muni Opportunities Fund in every 13F filed by Summit X, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MMD overviewAll 13F holders of MMDFull Q3 2025 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2023
Holdings of MMD by Summit X, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−30,161−100.0%Sold outHolders
Q2 202530,161$446.1K0.1%−8,258−21.5%ReducedHolders
Q1 202538,419$579.4K0.1%+13,678+55.3%AddedHolders
Q4 202424,741$369.4K0.1%+3,983+19.2%AddedHolders
Q3 202420,758$344.2K0.1%−9,819−32.1%ReducedHolders
Q2 202430,577$506.9K0.1%+9,822+47.3%AddedHolders
Q1 202420,755$339.4K0.1%−4,297−17.2%ReducedHolders
Q4 202325,052$407.1K0.1%+6,002+31.5%AddedHolders
Q3 202319,050$303.5K0.1%+4,771+33.4%AddedHolders
Q2 202314,279$243.8K0.1%−10.0%ReducedHolders
Q1 202314,280$248.2K0.1%+14,280NewHolders