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Disclosery

Summit Financial, LLC: XLY position timeline

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

Summit Financial, LLC held 30,485 XLY 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 30,485 shares
    Change vs previous 13F -1,969 shares

    0.04% of the 13F portfolio, value $3,575,277.

    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 32,454 shares
    Change vs previous 13F +23,058 shares

    0.05% of the 13F portfolio, value $3,536,867.

    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 9,396 shares
    Change vs previous 13F +4,645 shares

    0.02% of the 13F portfolio, value $1,121,943.

    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 4,751 shares
    Change vs previous 13F -14,390 shares

    0.02% of the 13F portfolio, value $1,138,433.

    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 19,141 shares
    Change vs previous 13F +1,452 shares

    0.09% of the 13F portfolio, value $4,159,817.

    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 17,689 shares
    Change vs previous 13F +4,376 shares

    0.1% of the 13F portfolio, value $3,492,938.

    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 13,313 shares
    Change vs previous 13F +8,212 shares

    0.1% of the 13F portfolio, value $2,986,704.

    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 5,101 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,022,078.

    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).