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Summit Financial Wealth Advisors, LLC: BILZ position timeline

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

Summit Financial Wealth Advisors, LLC held 316,805 BILZ 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 316,805 shares
    Change vs previous 13F +13,938 shares

    4.09% of the 13F portfolio, value $31,975,081.

    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 302,867 shares
    Change vs previous 13F +26,045 shares

    4.34% of the 13F portfolio, value $30,580,458.

    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 276,822 shares
    Change vs previous 13F +67,434 shares

    3.99% of the 13F portfolio, value $27,893,947.

    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 209,388 shares
    Change vs previous 13F +147,542 shares

    3.27% of the 13F portfolio, value $21,108,404.

    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 61,846 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $6,258,815.

    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).