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Summit Financial Wealth Advisors, LLC: TDIV position timeline

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

Summit Financial Wealth Advisors, LLC held 0 TDIV shares at 2026-03-31 per its 13F-HR filed 2026-05-26.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,025 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 3,025 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $292,941.

    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).

  3. period ended2025-09-30
    13F 3,025 shares
    Change vs previous 13F -200 shares

    0.05% of the 13F portfolio, value $300,746.

    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).

  4. period ended2025-06-30
    13F 3,225 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $290,798.

    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).

  5. period ended2025-03-31
    13F 3,225 shares
    Change vs previous 13F +150 shares

    0.05% of the 13F portfolio, value $237,392.

    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).

  6. period ended2024-12-31
    13F 3,075 shares
    Change vs previous 13F +25 shares

    0.05% of the 13F portfolio, value $246,062.

    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).

  7. period ended2024-09-30
    13F 3,050 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $244,915.

    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).