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Disclosery

Summit Financial, LLC: XLK position timeline

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

Summit Financial, LLC held 120,843 XLK 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 120,843 shares
    Change vs previous 13F -1,496 shares

    0.25% of the 13F portfolio, value $23,022,967.

    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 122,339 shares
    Change vs previous 13F +26,658 shares

    0.21% of the 13F portfolio, value $16,258,805.

    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 95,681 shares
    Change vs previous 13F +47,054 shares

    0.2% of the 13F portfolio, value $13,775,138.

    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 48,627 shares
    Change vs previous 13F +3,591 shares

    0.21% of the 13F portfolio, value $13,706,050.

    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 45,036 shares
    Change vs previous 13F +5,451 shares

    0.26% of the 13F portfolio, value $11,404,447.

    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 39,585 shares
    Change vs previous 13F +13,509 shares

    0.23% of the 13F portfolio, value $8,173,484.

    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 26,076 shares
    Change vs previous 13F -4,900 shares

    0.21% of the 13F portfolio, value $6,063,243.

    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 30,976 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $6,993,249.

    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).