Summit Financial Wealth Advisors, LLC

Position in F — Ford Motor Co

CIK 1632283 Lafayette, LA

Position in F

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$166,800

+$31,471 QoQ

Shares Held

12,000

+2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,217

of 1,730 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Summit Financial Wealth Advisors, LLC holds $2,591,138 across 2 Auto Manufacturers names. F ranks #2 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TSLA	Tesla, Inc.	5,764	$2,424,338
2	F	Ford Motor Co This page	12,000	$166,800

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$166,800	12,000	+2.3%	Shares	Sole	2026-07-15
2026-03-31	$135,329	11,727	+7.4%	Shares	Sole	2026-05-26
2025-12-31	$143,283	10,921	0.0%	Shares	Sole	2026-01-27
2025-09-30	$130,615	10,921	-12.1%	Shares	Sole	2025-10-03
2024-09-30	$131,134	12,418	-35.7%	Shares	Sole	2024-11-13
2024-06-30	$242,059	19,303	0.0%	Shares	Sole	2024-08-12
2024-03-31	$256,343	19,303	+6.5%	Shares	Sole	2024-05-02
2023-12-31	$221,041	18,133	0.0%	Shares	Sole	2024-01-19
2023-09-30	$225,211	18,133	-10.8%	Shares	Sole	2023-11-13
2023-06-30	$307,668	20,335	-20.8%	Shares	Sole	2023-07-12
2023-03-31	$323,416	25,668	0.0%	Shares	Sole	2023-04-10
2022-12-31	$298,518	25,668	+7.5%	Shares	Sole	2023-01-17
2022-09-30	$267,321	23,868	+19.0%	Shares	Sole	2022-10-28
2022-06-30	$223,212	20,055	-16.0%	Shares	Sole	2022-07-26
2022-03-31	$403,962	23,889	0.0%	Shares	Sole	2022-05-06
2021-12-31	$496,174	23,889	-2.2%	Shares	Sole	2022-01-12
2021-09-30	$345,843	24,424	+7.2%	Shares	Sole	2021-11-05
2021-06-30	$338,570	22,784	—	Shares	Sole	2021-08-09
No filing history on record for this holder in this stock.