Skip to content
Disclosery

Summit Financial Wealth Advisors, LLC: FDVV position timeline

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

Summit Financial Wealth Advisors, LLC held 97,763 FDVV 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 97,763 shares
    Change vs previous 13F +13,573 shares

    0.75% of the 13F portfolio, value $5,894,131.

    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 84,190 shares
    Change vs previous 13F +16,146 shares

    0.66% of the 13F portfolio, value $4,650,656.

    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 68,044 shares
    Change vs previous 13F +21,500 shares

    0.55% of the 13F portfolio, value $3,857,414.

    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 46,544 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,607,395.

    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).