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Disclosery

Summit Financial, LLC: XLF position timeline

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

Summit Financial, LLC held 131,926 XLF 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 131,926 shares
    Change vs previous 13F -4,663 shares

    0.08% of the 13F portfolio, value $7,072,557.

    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 136,589 shares
    Change vs previous 13F +10,173 shares

    0.09% of the 13F portfolio, value $6,743,405.

    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 126,416 shares
    Change vs previous 13F -25,739 shares

    0.1% of the 13F portfolio, value $6,923,827.

    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 152,155 shares
    Change vs previous 13F -52,723 shares

    0.13% of the 13F portfolio, value $8,196,599.

    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 204,878 shares
    Change vs previous 13F +68,595 shares

    0.24% of the 13F portfolio, value $10,729,469.

    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 136,283 shares
    Change vs previous 13F +32,964 shares

    0.19% of the 13F portfolio, value $6,788,252.

    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 103,319 shares
    Change vs previous 13F +29,944 shares

    0.18% of the 13F portfolio, value $4,993,398.

    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 73,375 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,325,341.

    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).