Skip to content
Disclosery

Summit Financial Wealth Advisors, LLC: SPHD position timeline

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

Summit Financial Wealth Advisors, LLC held 24,219 SPHD 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 24,219 shares
    Change vs previous 13F -991 shares

    0.16% of the 13F portfolio, value $1,231,273.

    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 25,210 shares
    Change vs previous 13F +628 shares

    0.18% of the 13F portfolio, value $1,250,683.

    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 24,582 shares
    Change vs previous 13F +3 shares

    0.17% of the 13F portfolio, value $1,179,939.

    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 24,579 shares
    Change vs previous 13F +2 shares

    0.19% of the 13F portfolio, value $1,222,071.

    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 24,577 shares
    Change vs previous 13F +473 shares

    0.21% of the 13F portfolio, value $1,168,862.

    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 24,104 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $1,210,759.

    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 24,103 shares
    Change vs previous 13F +3 shares

    0.23% of the 13F portfolio, value $1,171,404.

    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 24,100 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,218,754.

    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).