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Disclosery

Summit Financial, LLC: XLU position timeline

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

Summit Financial, LLC held 766,801 XLU 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 766,801 shares
    Change vs previous 13F -40,592 shares

    0.38% of the 13F portfolio, value $34,766,735.

    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 807,393 shares
    Change vs previous 13F +50,055 shares

    0.47% of the 13F portfolio, value $37,051,257.

    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 757,338 shares
    Change vs previous 13F +374,477 shares

    0.47% of the 13F portfolio, value $32,330,748.

    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 382,861 shares
    Change vs previous 13F +24,147 shares

    0.51% of the 13F portfolio, value $33,389,309.

    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 358,714 shares
    Change vs previous 13F -26,206 shares

    0.66% of the 13F portfolio, value $29,292,549.

    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 384,920 shares
    Change vs previous 13F +340,422 shares

    0.85% of the 13F portfolio, value $30,350,957.

    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 44,498 shares
    Change vs previous 13F +4,660 shares

    0.12% of the 13F portfolio, value $3,368,064.

    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 39,838 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,218,084.

    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).