Skip to content
Disclosery

Summit Financial Wealth Advisors, LLC: VYMI position timeline

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

Summit Financial Wealth Advisors, LLC held 670,311 VYMI 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 670,311 shares
    Change vs previous 13F +32,611 shares

    8.42% of the 13F portfolio, value $65,824,523.

    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 637,700 shares
    Change vs previous 13F +39,729 shares

    8.52% of the 13F portfolio, value $60,096,864.

    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 597,971 shares
    Change vs previous 13F +121,687 shares

    7.7% of the 13F portfolio, value $53,817,401.

    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 476,284 shares
    Change vs previous 13F +20,004 shares

    6.28% of the 13F portfolio, value $40,498,413.

    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 456,280 shares
    Change vs previous 13F +26,278 shares

    6.56% of the 13F portfolio, value $36,552,601.

    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 430,002 shares
    Change vs previous 13F +7,591 shares

    6.29% of the 13F portfolio, value $31,686,842.

    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 422,411 shares
    Change vs previous 13F +18,031 shares

    5.75% of the 13F portfolio, value $29,404,053.

    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 404,380 shares
    Change vs previous 13F not available

    5.57% of the 13F portfolio, value $29,689,582.

    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).