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Summit Place Financial Advisors, LLC: XLK position timeline

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

Summit Place Financial Advisors, LLC held 13,922 XLK shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,922 shares
    Change vs previous 13F +100 shares

    1.16% of the 13F portfolio, value $2,652,419.

    13F-HR 0001801413-26-000003 filed by Summit Place Financial Advisors, 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 13,822 shares
    Change vs previous 13F -90 shares

    0.88% of the 13F portfolio, value $1,836,944.

    13F-HR 0001801413-26-000002 filed by Summit Place Financial Advisors, 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 13,912 shares
    Change vs previous 13F +6,656 shares

    0.97% of the 13F portfolio, value $2,002,911.

    13F-HR 0001801413-26-000001 filed by Summit Place Financial Advisors, 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 7,256 shares
    Change vs previous 13F +20 shares

    0.96% of the 13F portfolio, value $2,045,176.

    13F-HR 0001801413-25-000009 filed by Summit Place Financial Advisors, 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 7,236 shares
    Change vs previous 13F +2,430 shares

    0.92% of the 13F portfolio, value $1,832,372.

    13F-HR 0001729428-25-000009 filed by Summit Place Financial Advisors, 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 4,806 shares
    Change vs previous 13F +3,621 shares

    0.56% of the 13F portfolio, value $992,343.

    13F-HR 0001801413-25-000002 filed by Summit Place Financial Advisors, 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 1,185 shares
    Change vs previous 13F -60 shares

    0.16% of the 13F portfolio, value $275,536.

    13F-HR 0001801413-25-000001 filed by Summit Place Financial Advisors, 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 1,245 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $281,071.

    13F-HR 0001801413-24-000010 filed by Summit Place Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).