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Summit Financial Wealth Advisors, LLC: BRK-B position timeline

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

Summit Financial Wealth Advisors, LLC held 4,325 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,325 shares
    Change vs previous 13F -64 shares

    0.27% of the 13F portfolio, value $2,153,634.

    13F-HR 0001172661-26-004545 filed by Summit Financial Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,389 shares
    Change vs previous 13F +147 shares

    0.28% of the 13F portfolio, value $2,196,212.

    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).

  3. period ended2026-03-31
    13F 4,242 shares
    Change vs previous 13F -2,572 shares

    0.29% of the 13F portfolio, value $2,032,766.

    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).

  4. period ended2025-12-31
    13F 6,814 shares
    Change vs previous 13F -1,122 shares

    0.49% of the 13F portfolio, value $3,425,057.

    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).

  5. period ended2025-09-30
    13F 7,936 shares
    Change vs previous 13F -1,751 shares

    0.61% of the 13F portfolio, value $3,953,715.

    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).

  6. period ended2025-06-30
    13F 9,687 shares
    Change vs previous 13F +8,035 shares

    0.84% of the 13F portfolio, value $4,705,654.

    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).

  7. period ended2025-03-31
    13F 1,652 shares
    Change vs previous 13F -88 shares

    0.17% of the 13F portfolio, value $879,822.

    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).

  8. period ended2024-12-31
    13F 1,740 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $808,421.

    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).