Skip to content
Disclosery

Summit Financial Wealth Advisors, LLC: NUV position timeline

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

Summit Financial Wealth Advisors, LLC held 43,621 NUV 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 43,621 shares
    Change vs previous 13F -3,926 shares

    0.05% of the 13F portfolio, value $402,186.

    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 47,547 shares
    Change vs previous 13F -2,275 shares

    0.06% of the 13F portfolio, value $427,448.

    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 49,822 shares
    Change vs previous 13F -19,574 shares

    0.06% of the 13F portfolio, value $451,387.

    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 69,396 shares
    Change vs previous 13F -8,901 shares

    0.1% of the 13F portfolio, value $623,870.

    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 78,297 shares
    Change vs previous 13F -27,500 shares

    0.12% of the 13F portfolio, value $680,401.

    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 105,797 shares
    Change vs previous 13F -200 shares

    0.18% of the 13F portfolio, value $927,840.

    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 105,997 shares
    Change vs previous 13F -6,638 shares

    0.18% of the 13F portfolio, value $934,894.

    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 112,635 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,015,968.

    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).