Summit Financial Wealth Advisors, LLC: DE position timeline

Summit Financial Wealth Advisors, LLC held 1,514 DE 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 1,514 shares

   Change vs previous 13F +63 shares

   0.12% of the 13F portfolio, value $960,443.

   13F-HR 0001172661-26-002625 filed by Summit Financial Wealth Advisors, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,451 shares

   Change vs previous 13F +117 shares

   0.12% of the 13F portfolio, value $817,348.

   13F-HR 0001172661-26-002435 filed by Summit Financial Wealth Advisors, LLC
   Filed 2026-05-26 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,334 shares

   Change vs previous 13F -69 shares

   0.09% of the 13F portfolio, value $621,070.

   13F-HR 0001172661-26-000332 filed by Summit Financial Wealth Advisors, LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,403 shares

   Change vs previous 13F +386 shares

   0.1% of the 13F portfolio, value $633,777.

   13F-HR 0001172661-25-004158 filed by Summit Financial Wealth Advisors, LLC
   Filed 2025-10-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,017 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $517,134.

   13F-HR 0001172661-25-004143 filed by Summit Financial Wealth Advisors, LLC
   Filed 2025-09-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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