Summit Financial Wealth Advisors, LLC
Position in SBI — Western Asset Intermediate Muni Fund Inc.
CIK 1632283
Lafayette, LA
Position in SBI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$319,175
-$7,655 QoQ
Shares Held
40,556
-4.7% QoQ
Ownership
0.288%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#35
of 59 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $3,605,279 across 11 Asset Management names. SBI ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
69,712 | $906,953 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
26,119 | $436,187 | |
| 3 | NUV |
Nuveen Municipal Value Fund Inc
|
43,621 | $402,185 | |
| 4 | SBI |
Western Asset Intermediate Muni Fund Inc.
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|
40,556 | $319,175 | |
| 5 | STT |
State Street Corp
|
1,679 | $284,758 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
8,000 | $241,360 | |
| 7 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
10,150 | $230,912 | |
| 8 | BEN |
Franklin Resources Inc
|
6,734 | $224,040 |
All Filings in SBI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,175 | 40,556 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $326,830 | 42,556 | Shares | Sole | 2026-05-26 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||