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Disclosery

Summit Financial, LLC: XBI position timeline

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

Summit Financial, LLC held 44,958 XBI 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 44,958 shares
    Change vs previous 13F +13,448 shares

    0.08% of the 13F portfolio, value $7,114,672.

    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 31,510 shares
    Change vs previous 13F +2,913 shares

    0.05% of the 13F portfolio, value $4,024,814.

    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 28,597 shares
    Change vs previous 13F +24,133 shares

    0.05% of the 13F portfolio, value $3,486,872.

    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 4,464 shares
    Change vs previous 13F -1,139 shares

    0.01% of the 13F portfolio, value $447,280.

    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 5,603 shares
    Change vs previous 13F -706 shares

    0.01% of the 13F portfolio, value $464,646.

    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 6,309 shares
    Change vs previous 13F -73 shares

    0.01% of the 13F portfolio, value $511,660.

    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).

  7. period ended2024-12-31
    13F 6,382 shares
    Change vs previous 13F -248 shares

    0.02% of the 13F portfolio, value $574,745.

    13F-HR 0001765536-25-000001 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).

  8. period ended2024-09-30
    13F 6,630 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $655,044.

    13F-HR 0001765536-24-000003 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).