Summit Financial Wealth Advisors, LLC: FDEC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial Wealth Advisors, LLC on FDEC, newest first. How the timeline and the estimate are built.
Summit Financial Wealth Advisors, LLC held 0 FDEC shares at 2025-12-31 per its 13F-HR filed 2026-01-27.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -8,952 shares
13F-HR 0001172661-26-000332 filed by Summit Financial Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 8,952 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $441,692.
13F-HR 0001172661-25-004158 filed by Summit Financial Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,952 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $417,759.
13F-HR 0001172661-25-004143 filed by Summit Financial Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,952 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $388,554.
13F-HR 0001172661-25-001872 filed by Summit Financial Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,952 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $404,362.
13F-HR 0001172661-25-000740 filed by Summit Financial Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).