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Disclosery

Summit Financial, LLC: XLC position timeline

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

Summit Financial, LLC held 25,206 XLC 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 25,206 shares
    Change vs previous 13F -2,530 shares

    0.03% of the 13F portfolio, value $2,700,272.

    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 27,736 shares
    Change vs previous 13F +1,904 shares

    0.04% of the 13F portfolio, value $3,074,769.

    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 25,832 shares
    Change vs previous 13F -1,656 shares

    0.04% of the 13F portfolio, value $3,040,911.

    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 27,488 shares
    Change vs previous 13F +749 shares

    0.05% of the 13F portfolio, value $3,253,807.

    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 26,739 shares
    Change vs previous 13F +2,161 shares

    0.07% of the 13F portfolio, value $2,901,933.

    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 24,578 shares
    Change vs previous 13F +14,937 shares

    0.07% of the 13F portfolio, value $2,370,506.

    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 9,641 shares
    Change vs previous 13F +313 shares

    0.03% of the 13F portfolio, value $933,366.

    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 9,328 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $843,262.

    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).