Summit Financial Wealth Advisors, LLC
Holdings in NUV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $451,387 | 49,822 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $623,176 | 69,396 | Shares | Sole | 2025-10-03 |
| 2025-06-30 | $680,400 | 78,297 | Shares | Sole | 2025-09-29 |
| 2025-03-31 | $927,839 | 105,797 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $910,514 | 105,997 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $1,015,967 | 112,635 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $1,025,977 | 118,885 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $1,274,577 | 146,335 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $1,340,181 | 155,835 | Shares | Sole | 2024-01-19 |
| 2023-09-30 | $1,379,709 | 167,035 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,896,817 | 218,025 | Shares | Sole | 2023-07-12 |
| 2023-03-31 | $1,986,875 | 225,525 | Shares | Sole | 2023-04-10 |
| 2022-12-31 | $1,992,663 | 231,705 | Shares | Sole | 2023-01-17 |
| 2022-09-30 | $2,012,177 | 237,846 | Shares | Sole | 2022-10-28 |
| 2022-06-30 | $2,066,812 | 231,446 | Shares | Sole | 2022-07-26 |
| 2022-03-31 | $2,257,728 | 235,671 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $2,206,486 | 212,571 | Shares | Sole | 2022-01-12 |
| 2021-09-30 | $2,236,503 | 197,571 | Shares | Sole | 2021-11-05 |
| 2021-06-30 | $2,260,698 | 196,071 | Shares | Sole | 2021-08-09 |
| 2021-03-31 | $1,529,499 | 137,298 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $1,196,557 | 107,798 | Shares | Sole | 2021-01-11 |
| 2020-09-30 | $1,676,796 | 157,298 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $978,210 | 95,903 | Shares | Sole | 2020-07-16 |
| 2020-03-31 | $710,830 | 72,831 | Shares | Sole | 2020-04-29 |