Summit Financial Wealth Advisors, LLC
Holdings in RRBI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $892,875 | 12,500 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $810,250 | 12,500 | Shares | Sole | 2025-10-03 |
| 2025-06-30 | $733,750 | 12,500 | Shares | Sole | 2025-09-29 |
| 2025-03-31 | $645,625 | 12,500 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $674,750 | 12,500 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $650,000 | 12,500 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $599,875 | 12,500 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $672,165 | 13,500 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $749,068 | 13,350 | Shares | Sole | 2024-01-19 |
| 2023-09-30 | $613,566 | 13,350 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $656,019 | 13,350 | Shares | Sole | 2023-07-12 |
| 2023-03-31 | $642,268 | 13,350 | Shares | Sole | 2023-04-10 |
| 2022-12-31 | $681,651 | 13,350 | Shares | Sole | 2023-01-17 |
| 2022-09-30 | $659,890 | 13,350 | Shares | Sole | 2022-10-28 |
| 2022-06-30 | $721,968 | 13,350 | Shares | Sole | 2022-07-26 |
| 2022-03-31 | $706,348 | 13,350 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $714,225 | 13,350 | Shares | Sole | 2022-01-12 |
| 2021-09-30 | $665,497 | 13,350 | Shares | Sole | 2021-11-05 |
| 2021-06-30 | $681,885 | 13,500 | Shares | Sole | 2021-08-09 |
| 2021-03-31 | $747,733 | 13,350 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $661,492 | 13,350 | Shares | Sole | 2021-01-11 |
| 2020-09-30 | $574,050 | 13,350 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $585,931 | 13,350 | Shares | Sole | 2020-07-16 |
| 2020-03-31 | $496,887 | 13,350 | Shares | Sole | 2020-04-29 |