Ownership history in Summit X, LLC · 27 quarters on record
This page tracks every 13F SEC filing in which Summit X, LLC reported a position in FIDELITY (FBND). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 316,541 | — | 0% | 2.70% | $14.5M | $45.34 |
| 2025 Q2 | ADDED | 316,541 | +113,484 | +55.9% | 2.70% | $14.5M | $44.35 |
| 2025 Q1 | REDUCED | 203,057 | -46,158 | -18.5% | 1.95% | $9.3M | $43.73 |
| 2024 Q4 | ADDED | 249,215 | +21,897 | +9.6% | 2.48% | $11.2M | $42.52 |
| 2024 Q3 | REDUCED | 227,318 | -8,461 | -3.6% | 2.48% | $10.2M | $43.77 |
| 2024 Q2 | ADDED | 235,779 | +9,495 | +4.2% | 2.38% | $10.6M | $41.60 |
| 2024 Q1 | REDUCED | 226,284 | -64,552 | -22.2% | 2.63% | $10.3M | $41.44 |
| 2023 Q4 | REDUCED | 290,836 | -41,215 | -12.4% | 3.81% | $13.4M | $41.63 |
| 2023 Q3 | REDUCED | 332,051 | -26,289 | -7.3% | 4.59% | $14.5M | $38.92 |
| 2023 Q2 | REDUCED | 358,340 | -7,568 | -2.1% | 3.95% | $16.3M | $40.14 |
As of 2025 Q4 — sorted by position size