Skip to content
Disclosery

Stone Summit Wealth LLC: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stone Summit Wealth LLC on XLU, newest first. How the timeline and the estimate are built.

Stone Summit Wealth LLC held 24,995 XLU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,995 shares
    Change vs previous 13F +1,680 shares

    0.29% of the 13F portfolio, value $1,133,273.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,315 shares
    Change vs previous 13F +795 shares

    0.3% of the 13F portfolio, value $1,069,925.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,520 shares
    Change vs previous 13F +11,260 shares

    0.26% of the 13F portfolio, value $961,379.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,260 shares
    Change vs previous 13F -449 shares

    0.28% of the 13F portfolio, value $981,985.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,709 shares
    Change vs previous 13F -496 shares

    0.3% of the 13F portfolio, value $956,157.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,205 shares
    Change vs previous 13F -905 shares

    0.33% of the 13F portfolio, value $962,364.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,110 shares
    Change vs previous 13F -30 shares

    0.33% of the 13F portfolio, value $992,296.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,140 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,061,449.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).