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
- period ended2026-06-3013F 46,554 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 45,288 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 44,460 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 43,447 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 43,737 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 43,592 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 71,942 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 74,903 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).