Summit Financial Wealth Advisors, LLC
Holdings in ALT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $372,869 | 103,288 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $363,005 | 96,288 | Shares | Sole | 2025-10-03 |
| 2025-06-30 | $475,963 | 122,988 | Shares | Sole | 2025-09-29 |
| 2025-03-31 | $589,940 | 117,988 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $717,308 | 99,488 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $281,936 | 45,918 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $184,903 | 27,805 | Shares | Sole | 2024-08-12 |