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Disclosery

Summit Financial, LLC: FXU position timeline

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

Summit Financial, LLC held 15,331 FXU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,331 shares
    Change vs previous 13F -141,142 shares

    0.01% of the 13F portfolio, value $756,425.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 156,473 shares
    Change vs previous 13F -3,568 shares

    0.1% of the 13F portfolio, value $7,759,492.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 160,041 shares
    Change vs previous 13F +3,687 shares

    0.11% of the 13F portfolio, value $7,203,449.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 156,354 shares
    Change vs previous 13F +1,420 shares

    0.11% of the 13F portfolio, value $7,106,270.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 154,934 shares
    Change vs previous 13F +14,405 shares

    0.15% of the 13F portfolio, value $6,566,106.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 140,529 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,763,094.

    13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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