Summit X, LLC
- SEC CIK
- 0001697729
- Latest filing
- Nov 13, 2025
PFG holding history
Principal Financial Group Inc 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.
PFG overviewAll 13F holders of PFGFull Q3 2025 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −4,769−100.0% | Sold out | Holders |
| Q2 2023 | 4,769 | $361.8K | 0.1% | −151−3.1% | Reduced | Holders |
| Q1 2023 | 4,920 | $365.6K | 0.1% | −270−5.2% | Reduced | Holders |
| Q4 2022 | 5,190 | $346.7K | 0.1% | −103−1.9% | Reduced | Holders |
| Q3 2022 | 5,293 | $378.0K | 0.1% | +103+2.0% | Added | Holders |
| Q2 2022 | 5,190 | $344.0K | 0.1% | +2,102+68.1% | Added | Holders |
| Q1 2022 | 3,088 | $228.0K | 0.1% | +3,088 | New | Holders |