Summit Financial, LLC
Position in XOVR — EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
CIK 1765536
PARSIPPANY, NJ
Position in XOVR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,651,458
+$2,165,364 QoQ
Shares Held
125,960
+337.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#29
of 85 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XOVR Over Time
Shares Held
Position Value (USD)
All Filings in XOVR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,651,458 | 125,960 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $486,094 | 28,780 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $364,554 | 18,101 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $256,544 | 12,147 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||