Summit Financial Wealth Advisors, LLC
Holdings in KTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $230,886 | 25,400 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $232,918 | 25,400 | Shares | Sole | 2025-10-03 |
| 2025-06-30 | $224,536 | 25,400 | Shares | Sole | 2025-09-29 |
| 2025-03-31 | $238,252 | 25,400 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $240,030 | 25,400 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $253,238 | 25,400 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $240,538 | 25,400 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $233,877 | 25,900 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $261,366 | 29,400 | Shares | Sole | 2024-01-19 |
| 2023-09-30 | $281,334 | 36,537 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $314,583 | 36,537 | Shares | Sole | 2023-07-12 |
| 2023-03-31 | $320,729 | 36,037 | Shares | Sole | 2023-04-10 |
| 2022-12-31 | $310,278 | 36,037 | Shares | Sole | 2023-01-17 |
| 2022-09-30 | $304,819 | 36,637 | Shares | Sole | 2022-10-28 |
| 2022-06-30 | $363,187 | 38,637 | Shares | Sole | 2022-07-26 |
| 2022-03-31 | $410,018 | 39,387 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $465,554 | 39,387 | Shares | Sole | 2022-01-12 |
| 2021-09-30 | $468,705 | 39,387 | Shares | Sole | 2021-11-05 |
| 2021-06-30 | $481,703 | 39,387 | Shares | Sole | 2021-08-09 |
| 2021-03-31 | $305,078 | 26,187 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $304,554 | 26,187 | Shares | Sole | 2021-01-11 |
| 2020-09-30 | $447,487 | 40,387 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $468,579 | 43,387 | Shares | Sole | 2020-07-16 |
| 2020-03-31 | $573,355 | 53,187 | Shares | Sole | 2020-04-29 |