Info
13F

Summit Financial Wealth Advisors, LLC

Entity: Company
Business address: P.O. Box 53007, 70505 Lafayette, LA
Phone: 337.232.1141
State of incorporation: DE
Fiscal year end: December 31
Signature 13F: David Daniel - Managing Partner
All SEC filings: View on sec.gov

Summit Financial Wealth Advisors, LLC has filed 44 SEC EDGAR filings since 2/11/2015

Latest Filings

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open Document	Open Filing	May 14, 2025	Mar 31, 2025	028-16495
13F-HR	Open Document	Open Filing	Feb 13, 2025	Dec 31, 2024	028-16495
13F-HR	Open Document	Open Filing	Nov 13, 2024	Sep 30, 2024	028-16495
N-PX	Open Document	Open Filing	Aug 12, 2024	Jun 30, 2024	028-16495
13F-HR	Open Document	Open Filing	Aug 12, 2024	Jun 30, 2024	028-16495
13F-HR	Open Document	Open Filing	May 2, 2024	Mar 31, 2024	028-16495
13F-HR	Open Document	Open Filing	Jan 19, 2024	Dec 31, 2023	028-16495
13F-HR	Open Document	Open Filing	Nov 13, 2023	Sep 30, 2023	028-16495
13F-HR	Open Document	Open Filing	Jul 12, 2023	Jun 30, 2023	028-16495
13F-HR	Open Document	Open Filing	Apr 10, 2023	Mar 31, 2023	028-16495
13F-HR	Open Document	Open Filing	Jan 17, 2023	Dec 31, 2022	028-16495
13F-HR	Open Document	Open Filing	Oct 28, 2022	Sep 30, 2022	028-16495
13F-HR	Open Document	Open Filing	Jul 26, 2022	Jun 30, 2022	028-16495
13F-HR	Open Document	Open Filing	May 6, 2022	Mar 31, 2022	028-16495
13F-HR	Open Document	Open Filing	Jan 12, 2022	Dec 31, 2021	028-16495
13F-HR	Open Document	Open Filing	Nov 5, 2021	Sep 30, 2021	028-16495
13F-HR	Open Document	Open Filing	Aug 9, 2021	Jun 30, 2021	028-16495
13F-HR	Open Document	Open Filing	Apr 23, 2021	Mar 31, 2021	028-16495
13F-HR	Open Document	Open Filing	Jan 11, 2021	Dec 31, 2020	028-16495
13F-HR	Open Document	Open Filing	Nov 9, 2020	Sep 30, 2020	028-16495
13F-HR	Open Document	Open Filing	Jul 16, 2020	Jun 30, 2020	028-16495
13F-HR	Open Document	Open Filing	Apr 29, 2020	Mar 31, 2020	028-16495
13F-HR	Open Document	Open Filing	Jan 28, 2020	Dec 31, 2019	028-16495
13F-HR	Open Document	Open Filing	Nov 5, 2019	Sep 30, 2019	028-16495
13F-HR	Open Document	Open Filing	Jul 16, 2019	Jun 30, 2019	028-16495
13F-HR	Open Document	Open Filing	May 1, 2019	Mar 31, 2019	028-16495
13F-HR	Open Document	Open Filing	Feb 1, 2019	Dec 31, 2018	028-16495
13F-HR	Open Document	Open Filing	Oct 22, 2018	Sep 30, 2018	028-16495
13F-HR	Open Document	Open Filing	Jul 6, 2018	Jun 30, 2018	028-16495
13F-HR/A	Open Document	Open Filing	Apr 9, 2018	Mar 31, 2018	028-16495
13F-HR	Open Document	Open Filing	Apr 6, 2018	Mar 31, 2018	028-16495
13F-HR	Open Document	Open Filing	Feb 5, 2018	Dec 31, 2017	028-16495
13F-HR	Open Document	Open Filing	Nov 6, 2017	Sep 30, 2017	028-16495
13F-HR	Open Document	Open Filing	Aug 14, 2017	Jun 30, 2017	028-16495
13F-HR	Open Document	Open Filing	May 11, 2017	Mar 31, 2017	028-16495
13F-HR	Open Document	Open Filing	Feb 14, 2017	Dec 31, 2016	028-16495
13F-HR	Open Document	Open Filing	Oct 5, 2016	Sep 30, 2016	028-16495
13F-HR	Open Document	Open Filing	Jul 6, 2016	Jun 30, 2016	028-16495
13F-HR	Open Document	Open Filing	May 13, 2016	Mar 31, 2016	028-16495
13F-HR	Open Document	Open Filing	Feb 11, 2016	Dec 31, 2015	028-16495
13F-HR	Open Document	Open Filing	Oct 19, 2015	Sep 30, 2015	028-16495
13F-HR	Open Document	Open Filing	Aug 10, 2015	Jun 30, 2015	028-16495
13F-HR	Open Document	Open Filing	May 14, 2015	Mar 31, 2015	028-16495
13F-HR	Open Document	Open Filing	Feb 11, 2015	Dec 31, 2014	028-16495

Previous1Next

Showing 1 to 44 of 44 entries