Summit Financial Wealth Advisors, LLC: SPYM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial Wealth Advisors, LLC on SPYM, newest first. How the timeline and the estimate are built.
Summit Financial Wealth Advisors, LLC held 35,704 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 35,704 sharesChange vs previous 13F +2,722 shares
0.4% of the 13F portfolio, value $3,137,710.
13F-HR 0001172661-26-002625 filed by Summit Financial Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 32,982 sharesChange vs previous 13F +2,307 shares
0.36% of the 13F portfolio, value $2,524,446.
13F-HR 0001172661-26-002435 filed by Summit Financial Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 30,675 sharesChange vs previous 13F +30,675 shares
0.35% of the 13F portfolio, value $2,460,711.
13F-HR 0001172661-26-000332 filed by Summit Financial Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -398,372 shares
13F-HR 0001172661-25-000740 filed by Summit Financial Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 398,372 sharesChange vs previous 13F not available
5.04% of the 13F portfolio, value $26,894,094.
13F-HR 0001172661-24-004611 filed by Summit Financial Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).