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 45 SEC EDGAR filings since 2/11/2015

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 29, 2025 Jun 30, 2025 028-16495
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