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Summit Financial Wealth Advisors, LLC: AMLP position timeline

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

Summit Financial Wealth Advisors, LLC held 254,098 AMLP shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 254,098 shares
    Change vs previous 13F -220 shares

    1.68% of the 13F portfolio, value $13,174,995.

    13F-HR 0001172661-26-002625 filed by Summit Financial Wealth 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 254,318 shares
    Change vs previous 13F -4,856 shares

    1.9% of the 13F portfolio, value $13,387,292.

    13F-HR 0001172661-26-002435 filed by Summit Financial Wealth 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 259,174 shares
    Change vs previous 13F -73,956 shares

    1.74% of the 13F portfolio, value $12,186,382.

    13F-HR 0001172661-26-000332 filed by Summit Financial Wealth 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 333,130 shares
    Change vs previous 13F +6,482 shares

    2.42% of the 13F portfolio, value $15,617,136.

    13F-HR 0001172661-25-004158 filed by Summit Financial Wealth 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 326,648 shares
    Change vs previous 13F +19,460 shares

    2.86% of the 13F portfolio, value $15,960,034.

    13F-HR 0001172661-25-004143 filed by Summit Financial Wealth 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 307,188 shares
    Change vs previous 13F +2,082 shares

    3.17% of the 13F portfolio, value $15,955,342.

    13F-HR 0001172661-25-001872 filed by Summit Financial Wealth 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 305,106 shares
    Change vs previous 13F -21 shares

    3.12% of the 13F portfolio, value $15,960,103.

    13F-HR 0001172661-25-000740 filed by Summit Financial Wealth 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 305,127 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $14,380,635.

    13F-HR 0001172661-24-004611 filed by Summit Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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