Skip to main content

Summit X, LLC

SEC CIK
0001697729
Latest filing
Nov 13, 2025

PFO holding history

Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND 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.

PFO overviewAll 13F holders of PFOFull Q3 2025 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of PFO by Summit X, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−57,112−100.0%Sold outHolders
Q2 202557,112$528.3K0.1%−5,320−8.5%ReducedHolders
Q1 202562,432$575.6K0.1%−7,825−11.1%ReducedHolders
Q4 202470,257$633.0K0.1%−13,789−16.4%ReducedHolders
Q3 202484,046$711.9K0.2%00.0%UnchangedHolders
Q2 202484,046$711.9K0.2%−4,376−4.9%ReducedHolders
Q1 202488,422$746.3K0.2%−2,476−2.7%ReducedHolders
Q4 202390,898$723.6K0.2%−976−1.1%ReducedHolders
Q3 202391,874$683.6K0.2%−525−0.6%ReducedHolders
Q2 202392,399$740.2K0.2%−3,875−4.0%ReducedHolders
Q1 202396,274$794.3K0.2%+22,899+31.2%AddedHolders
Q4 202273,375$698.6K0.2%−12,072−14.1%ReducedHolders
Q3 202285,447$731.0K0.2%+12,070+16.4%AddedHolders
Q2 202273,377$700.0K0.2%−1,184−1.6%ReducedHolders
Q1 202274,561$863.0K0.2%−7,764−9.4%ReducedHolders
Q4 202182,325$1.05M0.2%−3,073−3.6%ReducedHolders
Q3 202185,398$1.09M0.3%−1,427−1.6%ReducedHolders
Q2 202186,825$1.16M0.3%−600−0.7%ReducedHolders
Q1 202187,425$1.15M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.