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Summit Financial Consulting LLC: XLG position timeline

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

Summit Financial Consulting LLC held 64,920 XLG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,920 shares
    Change vs previous 13F +1,674 shares

    2.7% of the 13F portfolio, value $3,975,052.

    13F-HR 0002065794-26-000003 filed by Summit Financial Consulting 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 63,246 shares
    Change vs previous 13F +9,267 shares

    2.47% of the 13F portfolio, value $3,450,069.

    13F-HR 0002065794-26-000002 filed by Summit Financial Consulting 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 53,979 shares
    Change vs previous 13F +5,456 shares

    2.32% of the 13F portfolio, value $3,199,875.

    13F-HR 0002065794-26-000001 filed by Summit Financial Consulting 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 48,523 shares
    Change vs previous 13F +3,175 shares

    2.23% of the 13F portfolio, value $2,791,043.

    13F-HR 0002065794-25-000004 filed by Summit Financial Consulting 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 45,348 shares
    Change vs previous 13F +4,272 shares

    2.12% of the 13F portfolio, value $2,362,631.

    13F-HR 0002065794-25-000002 filed by Summit Financial Consulting 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 41,076 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $1,890,318.

    13F-HR 0002065794-25-000001 filed by Summit Financial Consulting LLC
    Filed (acceptance time not in the bulk data set), ingested

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