Summit Financial Wealth Advisors, LLC
Position in KMB — Kimberly Clark Corp
CIK 1632283
Lafayette, LA
Position in KMB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$596,270
+$358,858 QoQ
Shares Held
5,432
+120.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#891
of 1,702 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KMB Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $1,068,890 across 2 Household & Personal Products names. KMB ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMB |
Kimberly Clark Corp
This page
|
5,432 | $596,270 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
3,223 | $472,620 |
All Filings in KMB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,270 | 5,432 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $237,412 | 2,461 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $246,676 | 2,445 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $329,501 | 2,650 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $267,895 | 2,078 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $295,533 | 2,078 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $272,301 | 2,078 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $295,657 | 2,078 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $287,179 | 2,078 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $281,724 | 2,178 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $286,885 | 2,361 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $285,326 | 2,361 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $429,504 | 3,111 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $462,387 | 3,445 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $456,255 | 3,361 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $331,430 | 2,945 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $424,371 | 3,140 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $489,314 | 3,973 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $616,271 | 4,312 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $581,676 | 4,392 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $592,110 | 4,426 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $427,995 | 3,078 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $648,397 | 4,809 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $733,722 | 4,969 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $741,663 | 5,247 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $710,189 | 5,554 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||