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Summit Financial Consulting LLC: XLK position timeline

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

Summit Financial Consulting LLC held 7,921 XLK 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 7,921 shares
    Change vs previous 13F -2,156 shares

    1.02% of the 13F portfolio, value $1,509,109.

    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 10,077 shares
    Change vs previous 13F +1,001 shares

    0.96% of the 13F portfolio, value $1,339,233.

    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 9,076 shares
    Change vs previous 13F +5,208 shares

    0.95% of the 13F portfolio, value $1,306,672.

    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 3,868 shares
    Change vs previous 13F +640 shares

    0.87% of the 13F portfolio, value $1,090,234.

    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 3,228 shares
    Change vs previous 13F -1,026 shares

    0.73% of the 13F portfolio, value $817,426.

    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 4,254 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $878,366.

    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).