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Summit Financial Wealth Advisors, LLC: FDL position timeline

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

Summit Financial Wealth Advisors, LLC held 263,650 FDL 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 263,650 shares
    Change vs previous 13F +7,000 shares

    1.64% of the 13F portfolio, value $12,829,204.

    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 256,650 shares
    Change vs previous 13F +26,209 shares

    1.85% of the 13F portfolio, value $13,037,814.

    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 230,441 shares
    Change vs previous 13F +997 shares

    1.46% of the 13F portfolio, value $10,217,766.

    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 229,444 shares
    Change vs previous 13F -780 shares

    1.56% of the 13F portfolio, value $10,063,403.

    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 230,224 shares
    Change vs previous 13F +8,583 shares

    1.73% of the 13F portfolio, value $9,639,469.

    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 221,641 shares
    Change vs previous 13F -862 shares

    1.91% of the 13F portfolio, value $9,628,066.

    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 222,503 shares
    Change vs previous 13F +14,361 shares

    1.81% of the 13F portfolio, value $9,251,671.

    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 208,142 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $8,731,537.

    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).