Summit Financial Wealth Advisors, LLC
Holdings in HWC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,496,666 | 86,317 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $5,481,192 | 87,545 | Shares | Sole | 2025-10-03 |
| 2025-06-30 | $5,094,594 | 88,756 | Shares | Sole | 2025-09-29 |
| 2025-03-31 | $4,681,110 | 89,249 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $4,892,405 | 89,408 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $4,582,478 | 89,554 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $6,886,085 | 143,970 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $8,720,620 | 189,414 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $9,490,112 | 195,310 | Shares | Sole | 2024-01-19 |
| 2023-09-30 | $7,225,737 | 195,343 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $8,568,411 | 223,252 | Shares | Sole | 2023-07-12 |
| 2023-03-31 | $4,535,112 | 124,591 | Shares | Sole | 2023-04-10 |
| 2022-12-31 | $5,951,582 | 122,992 | Shares | Sole | 2023-01-17 |
| 2022-09-30 | $5,631,056 | 122,922 | Shares | Sole | 2022-10-28 |
| 2022-06-30 | $5,324,875 | 120,119 | Shares | Sole | 2022-07-26 |
| 2022-03-31 | $6,110,519 | 117,172 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $6,509,802 | 130,144 | Shares | Sole | 2022-01-12 |
| 2021-09-30 | $5,993,805 | 127,203 | Shares | Sole | 2021-11-05 |
| 2021-06-30 | $5,647,168 | 127,074 | Shares | Sole | 2021-08-09 |
| 2021-03-31 | $5,292,209 | 125,975 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $4,270,768 | 125,537 | Shares | Sole | 2021-01-11 |
| 2020-09-30 | $2,340,095 | 124,407 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $2,647,286 | 124,872 | Shares | Sole | 2020-07-16 |