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Summit Financial Wealth Advisors, LLCETFConcentrated trader

CIK: 0001632283 | Lafayette, LA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR227$806.9M2026-10-15SEC ↗
Q2 2026
13F-HR225$782.0M2026-07-15SEC ↗
Q1 2026
13F-HR193$705.4M2026-05-26SEC ↗
Q4 2025
13F-HR195$698.6M2026-01-27SEC ↗
Q3 2025
13F-HR180$645.3M2025-10-03SEC ↗
Q1 2025
13F-HR151$504.0M2025-05-14SEC ↗
Q4 2024
13F-HR150$511.3M2025-02-13SEC ↗
Q3 2024
13F-HR151$533.3M2024-11-13SEC ↗
Q2 2024
13F-HR141$493.5M2024-08-12SEC ↗
Q1 2024
13F-HR133$493.6M2024-05-02SEC ↗
Q4 2023
13F-HR128$440.7M2024-01-19SEC ↗
Q3 2023
13F-HR121$407.2M2023-11-13SEC ↗
Q2 2023
13F-HR122$432.7M2023-07-12SEC ↗
Q1 2023
13F-HR125$421.7M2023-04-10SEC ↗
Q4 2022
13F-HR127$414.3M2023-01-17SEC ↗
Q3 2022
13F-HR124$348.2K2022-10-28SEC ↗
Q2 2022
13F-HR135$1.1M2022-07-26SEC ↗
Q1 2022
13F-HR131$4.3M2022-05-06SEC ↗
Q4 2021
13F-HR140$2.4M2022-01-12SEC ↗
Q3 2021
13F-HR129$3.1M2021-11-05SEC ↗
Q2 2021
13F-HR125$3.3M2021-08-09SEC ↗
Q1 2021
13F-HR114$2.1M2021-04-23SEC ↗
Q4 2020
13F-HR101$366.8K2021-01-11SEC ↗
Q3 2020
13F-HR119$972.2K2020-11-09SEC ↗
Q2 2020
13F-HR120$375.0K2020-07-16SEC ↗
Q1 2020
13F-HR121$1.2M2020-04-29SEC ↗
Q4 2019
13F-HR138$722.3K2020-01-28SEC ↗
Q3 2019
13F-HR146$3.0M2019-11-05SEC ↗
Q2 2019
13F-HR151$5.2M2019-07-16SEC ↗
Q1 2019
13F-HR135$1.1M2019-05-01SEC ↗
Q4 2018
13F-HR124$10.5M2019-02-01SEC ↗
Q3 2018
13F-HR144$334.5K2018-10-22SEC ↗
Q2 2018
13F-HR138$2.4M2018-07-06SEC ↗
Q1 2018Amended
13F-HR/A81$4.3M2018-04-06SEC ↗
Q4 2017
13F-HR143$8.9M2018-02-05SEC ↗
Q3 2017
13F-HR138$8.3M2017-11-06SEC ↗
Q2 2017
13F-HR146$5.8M2017-08-14SEC ↗
Q1 2017
13F-HR139$4.6M2017-05-11SEC ↗
Q4 2016
13F-HR139$7.2M2017-02-14SEC ↗
Q3 2016
13F-HR147$7.6M2016-10-05SEC ↗
Q2 2016
13F-HR143$6.0M2016-07-06SEC ↗
Q1 2016
13F-HR142$5.1M2016-05-13SEC ↗
Q4 2015
13F-HR124$5.0M2016-02-11SEC ↗
Q3 2015
13F-HR218$3.9M2015-10-19SEC ↗
Q2 2015
13F-HR272$6.7M2015-08-10SEC ↗
Q1 2015
13F-HR231$199.6K2015-05-14SEC ↗
Q4 2014
13F-HR244$6.7M2015-02-11SEC ↗