Summit Financial Wealth Advisors, LLC
Holdings in OBK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $497,091 | 13,217 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $456,250 | 13,217 | Shares | Sole | 2025-10-03 |
| 2025-06-30 | $472,375 | 13,217 | Shares | Sole | 2025-09-29 |
| 2025-03-31 | $458,233 | 13,217 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $439,993 | 13,217 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $425,058 | 13,217 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $419,243 | 13,217 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $412,899 | 13,217 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $470,128 | 13,217 | Shares | Sole | 2024-01-19 |
| 2023-09-30 | $402,505 | 13,942 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $408,500 | 13,942 | Shares | Sole | 2023-07-12 |
| 2023-03-31 | $448,235 | 13,942 | Shares | Sole | 2023-04-10 |
| 2022-12-31 | $511,671 | 13,942 | Shares | Sole | 2023-01-17 |
| 2022-09-30 | $536,348 | 13,942 | Shares | Sole | 2022-10-28 |
| 2022-06-30 | $540,949 | 13,942 | Shares | Sole | 2022-07-26 |
| 2022-03-31 | $589,607 | 13,942 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $672,427 | 15,667 | Shares | Sole | 2022-01-12 |
| 2021-09-30 | $602,089 | 14,217 | Shares | Sole | 2021-11-05 |
| 2020-09-30 | $334,647 | 15,667 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $318,274 | 14,467 | Shares | Sole | 2020-07-16 |
| 2020-03-31 | $292,956 | 14,467 | Shares | Sole | 2020-04-29 |