Skip to content
Disclosery

Summit Financial Consulting LLC: XLU position timeline

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

Summit Financial Consulting LLC held 34,767 XLU 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 34,767 shares
    Change vs previous 13F +5,442 shares

    1.07% of the 13F portfolio, value $1,576,336.

    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 29,325 shares
    Change vs previous 13F +10,007 shares

    0.96% of the 13F portfolio, value $1,345,724.

    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 19,318 shares
    Change vs previous 13F +9,588 shares

    0.6% of the 13F portfolio, value $824,685.

    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 9,730 shares
    Change vs previous 13F +3,406 shares

    0.68% of the 13F portfolio, value $848,553.

    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 6,324 shares
    Change vs previous 13F -1,397 shares

    0.46% of the 13F portfolio, value $516,418.

    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 7,721 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $608,801.

    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).