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Summit Financial Wealth Advisors, LLC: PFF position timeline

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

Summit Financial Wealth Advisors, LLC held 31,983 PFF 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 31,983 shares
    Change vs previous 13F -644,207 shares

    0.12% of the 13F portfolio, value $975,172.

    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 676,190 shares
    Change vs previous 13F -24,319 shares

    2.91% of the 13F portfolio, value $20,502,069.

    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 700,509 shares
    Change vs previous 13F -37,207 shares

    3.1% of the 13F portfolio, value $21,687,765.

    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 737,716 shares
    Change vs previous 13F +22,441 shares

    3.63% of the 13F portfolio, value $23,411,432.

    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 715,275 shares
    Change vs previous 13F +8,095 shares

    3.94% of the 13F portfolio, value $21,944,622.

    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 707,180 shares
    Change vs previous 13F +12,699 shares

    4.31% of the 13F portfolio, value $21,731,656.

    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 694,481 shares
    Change vs previous 13F +6,384 shares

    4.27% of the 13F portfolio, value $21,837,951.

    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 688,097 shares
    Change vs previous 13F not available

    4.29% of the 13F portfolio, value $22,865,467.

    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).