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Summit Financial Wealth Advisors, LLC: SCHA position timeline

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

Summit Financial Wealth Advisors, LLC held 68,406 SCHA 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 68,406 shares
    Change vs previous 13F +479 shares

    0.32% of the 13F portfolio, value $2,471,516.

    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 67,927 shares
    Change vs previous 13F -1,995 shares

    0.28% of the 13F portfolio, value $1,975,318.

    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 69,922 shares
    Change vs previous 13F +3,962 shares

    0.29% of the 13F portfolio, value $1,991,379.

    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 65,960 shares
    Change vs previous 13F +3,720 shares

    0.29% of the 13F portfolio, value $1,842,922.

    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 62,240 shares
    Change vs previous 13F +2,459 shares

    0.28% of the 13F portfolio, value $1,574,672.

    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 59,781 shares
    Change vs previous 13F +4,194 shares

    0.28% of the 13F portfolio, value $1,400,669.

    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 55,587 shares
    Change vs previous 13F +40,861 shares

    0.29% of the 13F portfolio, value $1,467,497.

    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 14,726 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $758,389.

    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).