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Summit Financial Wealth Advisors, LLC: FMDE position timeline

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

Summit Financial Wealth Advisors, LLC held 579,236 FMDE 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 579,236 shares
    Change vs previous 13F +27,478 shares

    3.01% of the 13F portfolio, value $23,505,414.

    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 551,758 shares
    Change vs previous 13F +12,261 shares

    2.81% of the 13F portfolio, value $19,841,202.

    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 539,497 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $19,626,901.

    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).