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Disclosery

Summit Financial, LLC: XLG position timeline

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

Summit Financial, LLC held 181,462 XLG 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 181,462 shares
    Change vs previous 13F -26,687 shares

    0.12% of the 13F portfolio, value $11,110,930.

    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 208,149 shares
    Change vs previous 13F -44,819 shares

    0.14% of the 13F portfolio, value $11,354,540.

    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 252,968 shares
    Change vs previous 13F -46,002 shares

    0.22% of the 13F portfolio, value $14,995,921.

    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 298,970 shares
    Change vs previous 13F +89,844 shares

    0.26% of the 13F portfolio, value $17,196,744.

    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 209,126 shares
    Change vs previous 13F -25,799 shares

    0.25% of the 13F portfolio, value $10,895,467.

    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 234,925 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $10,811,242.

    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).