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Disclosery

Summit Financial, LLC: XLRE position timeline

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

Summit Financial, LLC held 65,225 XLRE 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 65,225 shares
    Change vs previous 13F +46,863 shares

    0.03% of the 13F portfolio, value $2,871,875.

    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 18,362 shares
    Change vs previous 13F +4,136 shares

    0.01% of the 13F portfolio, value $749,732.

    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 14,226 shares
    Change vs previous 13F -951 shares

    0.01% of the 13F portfolio, value $574,004.

    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 15,177 shares
    Change vs previous 13F -3,186 shares

    0.01% of the 13F portfolio, value $639,406.

    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 18,363 shares
    Change vs previous 13F -61,023 shares

    0.02% of the 13F portfolio, value $760,602.

    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 79,386 shares
    Change vs previous 13F +57,457 shares

    0.09% of the 13F portfolio, value $3,322,294.

    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 21,929 shares
    Change vs previous 13F +12,983 shares

    0.03% of the 13F portfolio, value $891,865.

    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 8,946 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $399,623.

    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).