Skip to content

Summit Financial Wealth Advisors, LLC: GRMN position timeline

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

Summit Financial Wealth Advisors, LLC held 46,554 GRMN 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 46,554 shares
    Change vs previous 13F +1,266 shares

    1.41% of the 13F portfolio, value $11,058,536.

    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 45,288 shares
    Change vs previous 13F +828 shares

    1.49% of the 13F portfolio, value $10,507,316.

    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 44,460 shares
    Change vs previous 13F +1,013 shares

    1.29% of the 13F portfolio, value $9,018,715.

    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 43,447 shares
    Change vs previous 13F -290 shares

    1.72% of the 13F portfolio, value $11,086,769.

    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 43,737 shares
    Change vs previous 13F +145 shares

    1.64% of the 13F portfolio, value $9,128,727.

    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 43,592 shares
    Change vs previous 13F -28,350 shares

    1.88% of the 13F portfolio, value $9,465,034.

    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 71,942 shares
    Change vs previous 13F -2,961 shares

    3.03% of the 13F portfolio, value $15,502,872.

    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 74,903 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $13,185,206.

    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).