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Disclosery

Summit Financial, LLC: XEVVX position timeline

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

Summit Financial, LLC held 218,078 XEVVX 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 218,078 shares
    Change vs previous 13F +9,870 shares

    0.02% of the 13F portfolio, value $2,043,388.

    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 208,208 shares
    Change vs previous 13F +15,793 shares

    0.03% of the 13F portfolio, value $1,967,566.

    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 192,415 shares
    Change vs previous 13F +25,559 shares

    0.03% of the 13F portfolio, value $1,906,837.

    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 166,856 shares
    Change vs previous 13F +8,098 shares

    0.03% of the 13F portfolio, value $1,693,590.

    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 158,758 shares
    Change vs previous 13F +64,642 shares

    0.04% of the 13F portfolio, value $1,628,853.

    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 94,116 shares
    Change vs previous 13F +11,967 shares

    0.03% of the 13F portfolio, value $939,280.

    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 82,149 shares
    Change vs previous 13F +8,680 shares

    0.03% of the 13F portfolio, value $802,593.

    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 73,469 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $772,156.

    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).