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Summit Financial Wealth Advisors, LLC: TCAL position timeline

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

Summit Financial Wealth Advisors, LLC held 47,785 TCAL 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 47,785 shares
    Change vs previous 13F +19,011 shares

    0.14% of the 13F portfolio, value $1,060,827.

    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 28,774 shares
    Change vs previous 13F +11,834 shares

    0.09% of the 13F portfolio, value $643,099.

    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 16,940 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $399,276.

    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).