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Summit Financial Wealth Advisors, LLC: MMM position timeline

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

Summit Financial Wealth Advisors, LLC held 95,972 MMM 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 95,972 shares
    Change vs previous 13F +3,157 shares

    1.99% of the 13F portfolio, value $15,538,901.

    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 92,815 shares
    Change vs previous 13F +1,668 shares

    1.91% of the 13F portfolio, value $13,479,532.

    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 91,147 shares
    Change vs previous 13F -2,303 shares

    2.09% of the 13F portfolio, value $14,592,581.

    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 93,450 shares
    Change vs previous 13F -1,340 shares

    2.26% of the 13F portfolio, value $14,578,251.

    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 94,790 shares
    Change vs previous 13F -1,705 shares

    2.59% of the 13F portfolio, value $14,430,825.

    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 96,495 shares
    Change vs previous 13F -141 shares

    2.81% of the 13F portfolio, value $14,171,194.

    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 96,636 shares
    Change vs previous 13F +510 shares

    2.84% of the 13F portfolio, value $14,499,296.

    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 96,126 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $13,140,396.

    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).