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Summit Financial Wealth Advisors, LLC: VFLO position timeline

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

Summit Financial Wealth Advisors, LLC held 19,879 VFLO shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,879 shares
    Change vs previous 13F -75 shares

    0.13% of the 13F portfolio, value $1,017,606.

    13F-HR 0001172661-26-004545 filed by Summit Financial Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 19,954 shares
    Change vs previous 13F +139 shares

    0.12% of the 13F portfolio, value $912,896.

    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).

  3. period ended2026-03-31
    13F 19,815 shares
    Change vs previous 13F +1,753 shares

    0.11% of the 13F portfolio, value $782,296.

    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).

  4. period ended2025-12-31
    13F 18,062 shares
    Change vs previous 13F -995 shares

    0.1% of the 13F portfolio, value $711,282.

    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).

  5. period ended2025-09-30
    13F 19,057 shares
    Change vs previous 13F +10,915 shares

    0.11% of the 13F portfolio, value $719,211.

    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).

  6. period ended2025-06-30
    13F 8,142 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $287,820.

    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).