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Disclosery

Summit Financial, LLC: XLB position timeline

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

Summit Financial, LLC held 26,516 XLB 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 26,516 shares
    Change vs previous 13F -4,155 shares

    0.01% of the 13F portfolio, value $1,347,795.

    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 30,671 shares
    Change vs previous 13F +5,811 shares

    0.02% of the 13F portfolio, value $1,532,622.

    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 24,860 shares
    Change vs previous 13F +17,128 shares

    0.02% of the 13F portfolio, value $1,127,387.

    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 7,732 shares
    Change vs previous 13F +162 shares

    0.01% of the 13F portfolio, value $692,941.

    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 7,570 shares
    Change vs previous 13F +823 shares

    0.02% of the 13F portfolio, value $664,716.

    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 6,747 shares
    Change vs previous 13F -862 shares

    0.02% of the 13F portfolio, value $580,093.

    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 7,609 shares
    Change vs previous 13F +90 shares

    0.02% of the 13F portfolio, value $640,221.

    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 7,519 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $724,681.

    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).