Summit Financial Wealth Advisors, LLC
Position in STX — Seagate Technology Holdings plc
CIK 1632283
Lafayette, LA
Position in STX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$684,185
+$140,031 QoQ
Shares Held
709
-49.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,186
of 1,934 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STX Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $918,467 across 2 Computer Hardware names. STX ranks #1 (74.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STX |
Seagate Technology Holdings plc
This page
|
709 | $684,185 | |
| 2 | DELL |
Dell Technologies Inc.
|
543 | $234,282 |
All Filings in STX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,185 | 709 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $544,154 | 1,389 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $538,938 | 1,957 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $517,679 | 2,193 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $409,752 | 2,839 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $255,274 | 3,005 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $259,361 | 3,005 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $329,137 | 3,005 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $310,326 | 3,005 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $279,615 | 3,005 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $273,610 | 3,205 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $211,369 | 3,205 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $203,649 | 3,080 | Shares | Sole | 2023-04-10 | |
| 2022-09-30 | $212,760 | 3,997 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $222,178 | 3,110 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $242,280 | 2,695 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $388,990 | 3,443 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $284,116 | 3,443 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $289,553 | 3,293 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||