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Disclosery

Summit Financial, LLC: XLV position timeline

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

Summit Financial, LLC held 43,394 XLV 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 43,394 shares
    Change vs previous 13F +10,496 shares

    0.08% of the 13F portfolio, value $6,884,833.

    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 32,898 shares
    Change vs previous 13F -8,947 shares

    0.06% of the 13F portfolio, value $4,823,185.

    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 41,845 shares
    Change vs previous 13F +11,680 shares

    0.1% of the 13F portfolio, value $6,477,567.

    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 30,165 shares
    Change vs previous 13F +8,796 shares

    0.06% of the 13F portfolio, value $4,198,129.

    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 21,369 shares
    Change vs previous 13F +10,983 shares

    0.07% of the 13F portfolio, value $2,880,350.

    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 10,386 shares
    Change vs previous 13F -13,942 shares

    0.04% of the 13F portfolio, value $1,516,461.

    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 24,328 shares
    Change vs previous 13F -4,349 shares

    0.12% of the 13F portfolio, value $3,346,847.

    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 28,677 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,416,846.

    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).