Skip to content
Disclosery

Summit Financial Wealth Advisors, LLC: SCHG position timeline

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

Summit Financial Wealth Advisors, LLC held 121,722 SCHG 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 121,722 shares
    Change vs previous 13F +11,261 shares

    0.53% of the 13F portfolio, value $4,119,073.

    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 110,461 shares
    Change vs previous 13F +5,922 shares

    0.46% of the 13F portfolio, value $3,217,729.

    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 104,539 shares
    Change vs previous 13F +10,342 shares

    0.49% of the 13F portfolio, value $3,410,062.

    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 94,197 shares
    Change vs previous 13F -3,603 shares

    0.47% of the 13F portfolio, value $3,022,782.

    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 97,800 shares
    Change vs previous 13F +2,395 shares

    0.51% of the 13F portfolio, value $2,856,738.

    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 95,405 shares
    Change vs previous 13F +2,292 shares

    0.47% of the 13F portfolio, value $2,388,941.

    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 93,113 shares
    Change vs previous 13F +73,902 shares

    0.51% of the 13F portfolio, value $2,622,062.

    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 19,211 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,001,402.

    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).