Summit Financial Wealth Advisors, LLC: GIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial Wealth Advisors, LLC on GIS, newest first. How the timeline and the estimate are built.
Summit Financial Wealth Advisors, LLC held 0 GIS shares at 2026-03-31 per its 13F-HR filed 2026-05-26.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -5,562 shares
13F-HR 0001172661-26-002435 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 ended2025-12-3113F 5,562 sharesChange vs previous 13F +5,562 shares
0.04% of the 13F portfolio, value $258,633.
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).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -3,550 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 3,550 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $212,539.
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).
- period ended2024-09-3013F 3,550 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $262,168.
13F-HR 0001172661-24-004611 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).