Skip to content
Disclosery

Summit Financial, LLC: XLE position timeline

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

Summit Financial, LLC held 151,986 XLE 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 151,986 shares
    Change vs previous 13F -50 shares

    0.09% of the 13F portfolio, value $8,071,981.

    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 152,036 shares
    Change vs previous 13F +24,590 shares

    0.12% of the 13F portfolio, value $9,313,742.

    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 127,446 shares
    Change vs previous 13F +60,916 shares

    0.08% of the 13F portfolio, value $5,698,111.

    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 66,530 shares
    Change vs previous 13F -32,488 shares

    0.09% of the 13F portfolio, value $5,943,790.

    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 99,018 shares
    Change vs previous 13F +16,829 shares

    0.19% of the 13F portfolio, value $8,397,756.

    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 82,189 shares
    Change vs previous 13F +13,371 shares

    0.22% of the 13F portfolio, value $7,680,571.

    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 68,818 shares
    Change vs previous 13F -1,295 shares

    0.21% of the 13F portfolio, value $5,894,953.

    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 70,113 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,155,938.

    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).