Skip to content
Disclosery

Summit Financial Wealth Advisors, LLC: SPBO position timeline

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

Summit Financial Wealth Advisors, LLC held 1,189,025 SPBO 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 1,189,025 shares
    Change vs previous 13F +62,237 shares

    4.42% of the 13F portfolio, value $34,529,294.

    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 1,126,788 shares
    Change vs previous 13F +99,072 shares

    4.64% of the 13F portfolio, value $32,710,654.

    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 1,027,716 shares
    Change vs previous 13F +110,788 shares

    4.32% of the 13F portfolio, value $30,153,191.

    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 916,928 shares
    Change vs previous 13F +121,857 shares

    4.21% of the 13F portfolio, value $27,141,069.

    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 795,071 shares
    Change vs previous 13F +61,264 shares

    4.17% of the 13F portfolio, value $23,231,975.

    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 733,807 shares
    Change vs previous 13F +273,868 shares

    4.23% of the 13F portfolio, value $21,302,417.

    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 459,939 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $13,200,249.

    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).