Summit Financial Wealth Advisors, LLC
CIK
0001632283
City
Lafayette
State / Country
LA
Holdings in SBI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $357,550 | 46,556 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $368,257 | 46,556 | Shares | Sole | 2025-10-03 |
| 2025-06-30 | $350,101 | 46,556 | Shares | Sole | 2025-09-29 |
| 2025-03-31 | $377,176 | 48,356 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $383,950 | 49,606 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $406,769 | 49,606 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $389,903 | 49,606 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $424,559 | 53,606 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $494,386 | 64,206 | Shares | Sole | 2024-01-19 |
| 2023-09-30 | $459,714 | 64,206 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $547,923 | 71,906 | Shares | Sole | 2023-07-12 |
| 2023-03-31 | $530,808 | 67,106 | Shares | Sole | 2023-04-10 |
| 2022-12-31 | $520,340 | 68,556 | Shares | Sole | 2023-01-17 |
| 2022-09-30 | $533,286 | 72,556 | Shares | Sole | 2022-10-28 |
| 2022-06-30 | $546,113 | 67,756 | Shares | Sole | 2022-07-26 |
| 2022-03-31 | $599,204 | 69,756 | Shares | Sole | 2022-05-06 |
| 2021-12-31 | $684,092 | 70,964 | Shares | Sole | 2022-01-12 |
| 2021-09-30 | $691,899 | 70,964 | Shares | Sole | 2021-11-05 |
| 2021-06-30 | $693,318 | 70,964 | Shares | Sole | 2021-08-09 |
| 2021-03-31 | $668,545 | 71,964 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $667,588 | 72,564 | Shares | Sole | 2021-01-11 |
| 2020-09-30 | $661,959 | 73,064 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $633,987 | 74,064 | Shares | Sole | 2020-07-16 |
| 2020-03-31 | $709,502 | 84,164 | Shares | Sole | 2020-04-29 |