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Disclosery

Summit Financial, LLC: XGDVX position timeline

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

Summit Financial, LLC held 61,252 XGDVX 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 61,252 shares
    Change vs previous 13F -1,094 shares

    0.02% of the 13F portfolio, value $1,800,813.

    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 62,346 shares
    Change vs previous 13F +580 shares

    0.02% of the 13F portfolio, value $1,678,971.

    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 61,766 shares
    Change vs previous 13F -149 shares

    0.03% of the 13F portfolio, value $1,715,250.

    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 61,915 shares
    Change vs previous 13F +1,526 shares

    0.03% of the 13F portfolio, value $1,679,741.

    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 60,389 shares
    Change vs previous 13F +16,720 shares

    0.04% of the 13F portfolio, value $1,570,726.

    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 43,669 shares
    Change vs previous 13F +3,495 shares

    0.03% of the 13F portfolio, value $1,053,741.

    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 40,174 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $970,202.

    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).