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Summit Financial Wealth Advisors, LLC: FHN position timeline

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

Summit Financial Wealth Advisors, LLC held 81,448 FHN 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 81,448 shares
    Change vs previous 13F -55,450 shares

    0.27% of the 13F portfolio, value $2,088,327.

    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 136,898 shares
    Change vs previous 13F +20,317 shares

    0.44% of the 13F portfolio, value $3,115,798.

    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 116,581 shares
    Change vs previous 13F +10,631 shares

    0.4% of the 13F portfolio, value $2,786,286.

    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 105,950 shares
    Change vs previous 13F +7,230 shares

    0.37% of the 13F portfolio, value $2,369,042.

    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 98,720 shares
    Change vs previous 13F +1,542 shares

    0.38% of the 13F portfolio, value $2,092,864.

    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 97,178 shares
    Change vs previous 13F -700 shares

    0.37% of the 13F portfolio, value $1,887,197.

    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 97,878 shares
    Change vs previous 13F -8,236 shares

    0.41% of the 13F portfolio, value $2,103,398.

    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 106,114 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,647,950.

    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).