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Disclosery

Summit Financial, LLC: XLI position timeline

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

Summit Financial, LLC held 50,031 XLI 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 50,031 shares
    Change vs previous 13F -2,025 shares

    0.1% of the 13F portfolio, value $9,267,165.

    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 52,056 shares
    Change vs previous 13F +26,058 shares

    0.11% of the 13F portfolio, value $8,419,045.

    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 25,998 shares
    Change vs previous 13F -8 shares

    0.06% of the 13F portfolio, value $4,032,738.

    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 26,006 shares
    Change vs previous 13F +1,340 shares

    0.06% of the 13F portfolio, value $4,010,978.

    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 24,666 shares
    Change vs previous 13F -630 shares

    0.08% of the 13F portfolio, value $3,638,779.

    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 25,296 shares
    Change vs previous 13F -47,160 shares

    0.09% of the 13F portfolio, value $3,315,568.

    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 72,456 shares
    Change vs previous 13F +531 shares

    0.33% of the 13F portfolio, value $9,546,789.

    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 71,925 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $9,741,536.

    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).