Summit Financial Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Summit Financial Wealth Advisors going back to Feb. 11, 2015
- Summit Financial Wealth Advisors 2023 Q4 - filed Jan. 19, 2024 - new!
- Summit Financial Wealth Advisors 2023 Q3 - filed Nov. 13, 2023
- Summit Financial Wealth Advisors 2023 Q2 - filed July 12, 2023
- Summit Financial Wealth Advisors 2023 Q1 - filed April 10, 2023
- Summit Financial Wealth Advisors 2022 Q4 - filed Jan. 17, 2023
- Summit Financial Wealth Advisors 2022 Q3 - filed Oct. 28, 2022
- Summit Financial Wealth Advisors 2022 Q2 - filed July 26, 2022
- Summit Financial Wealth Advisors 2022 Q1 - filed May 6, 2022
- Summit Financial Wealth Advisors 2021 Q4 - filed Jan. 12, 2022
- Summit Financial Wealth Advisors 2021 Q3 - filed Nov. 5, 2021
- Summit Financial Wealth Advisors 2021 Q2 - filed Aug. 9, 2021
- Summit Financial Wealth Advisors 2021 Q1 - filed April 23, 2021
- Summit Financial Wealth Advisors 2020 Q4 - filed Jan. 11, 2021
- Summit Financial Wealth Advisors 2020 Q3 - filed Nov. 9, 2020
- Summit Financial Wealth Advisors 2020 Q2 - filed July 16, 2020
- Summit Financial Wealth Advisors 2020 Q1 - filed April 29, 2020
- Summit Financial Wealth Advisors 2019 Q4 - filed Jan. 28, 2020
- Summit Financial Wealth Advisors 2019 Q3 - filed Nov. 5, 2019
- Summit Financial Wealth Advisors 2019 Q2 - filed July 16, 2019
- Summit Financial Wealth Advisors 2019 Q1 - filed May 1, 2019
- Summit Financial Wealth Advisors 2018 Q4 - filed Feb. 1, 2019
- Summit Financial Wealth Advisors 2018 Q3 - filed Oct. 22, 2018
- Summit Financial Wealth Advisors 2018 Q2 - filed July 6, 2018
- Summit Financial Wealth Advisors 2018 Q1 restated - filed April 9, 2018
- Summit Financial Wealth Advisors 2018 Q1 - filed April 6, 2018
- Summit Financial Wealth Advisors 2017 Q4 - filed Feb. 5, 2018
- Summit Financial Wealth Advisors 2017 Q3 - filed Nov. 6, 2017
- Summit Financial Wealth Advisors 2017 Q2 - filed Aug. 14, 2017
- Summit Financial Wealth Advisors 2017 Q1 - filed May 11, 2017
- Summit Financial Wealth Advisors 2016 Q4 - filed Feb. 14, 2017
- Summit Financial Wealth Advisors 2016 Q3 - filed Oct. 5, 2016
- Summit Financial Wealth Advisors 2016 Q2 - filed July 6, 2016
- Summit Financial Wealth Advisors 2016 Q1 - filed May 13, 2016
- Summit Financial Wealth Advisors 2015 Q4 - filed Feb. 11, 2016
- Summit Financial Wealth Advisors 2015 Q3 - filed Oct. 19, 2015
- Summit Financial Wealth Advisors 2015 Q2 - filed Aug. 10, 2015
- Summit Financial Wealth Advisors 2015 Q1 - filed May 14, 2015
- Summit Financial Wealth Advisors 2014 Q4 - filed Feb. 11, 2015