Summit Financial Wealth Advisors, LLC
Position in BILZ — PIMCO Ultra Short Government Active Exchange-Traded Fund
CIK 1632283
Lafayette, LA
All Filings in BILZ
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,975,128 | 316,805 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $30,580,480 | 302,867 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $27,893,968 | 276,822 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $21,187,971 | 209,388 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $6,258,815 | 61,846 | Shares | Sole | 2025-09-29 | |
| No filing history on record for this holder in this stock. | ||||||