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Summit Financial Wealth Advisors, LLC: HWC position timeline

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

Summit Financial Wealth Advisors, LLC held 87,318 HWC 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 87,318 shares
    Change vs previous 13F +481 shares

    0.83% of the 13F portfolio, value $6,524,370.

    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 86,837 shares
    Change vs previous 13F +520 shares

    0.78% of the 13F portfolio, value $5,521,960.

    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 86,317 shares
    Change vs previous 13F -1,228 shares

    0.79% of the 13F portfolio, value $5,496,678.

    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 87,545 shares
    Change vs previous 13F -1,211 shares

    0.85% of the 13F portfolio, value $5,468,032.

    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 88,756 shares
    Change vs previous 13F -493 shares

    0.91% of the 13F portfolio, value $5,094,587.

    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 89,249 shares
    Change vs previous 13F -159 shares

    0.93% of the 13F portfolio, value $4,681,116.

    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 89,408 shares
    Change vs previous 13F -146 shares

    1.03% of the 13F portfolio, value $5,260,785.

    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 89,554 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,582,462.

    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).