Skip to main content
Livermore
Livermore
ZHEN

Summit Financial Wealth Advisors, LLC

SEC CIK
0001632283
Latest filing
Jul 15, 2026

MMD holding history

NYLI MacKay DefinedTerm Muni Opportunities Fund in every 13F filed by Summit Financial Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MMD overviewAll 13F holders of MMDFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of MMD by Summit Financial Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−13,500−100.0%Sold outHolders
Q2 202513,500$199.7K<0.1%−14,500−51.8%ReducedHolders
Q1 202528,000$422.2K0.1%−6,525−18.9%ReducedHolders
Q4 202434,525$535.8K0.1%−6,921−16.7%ReducedHolders
Q3 202441,446$698.8K0.1%−2,100−4.8%ReducedHolders
Q2 202443,546$722.0K0.1%−8,450−16.3%ReducedHolders
Q1 202451,996$850.1K0.2%−4,692−8.3%ReducedHolders
Q4 202356,688$921.2K0.2%−2,000−3.4%ReducedHolders
Q3 202358,688$891.5K0.2%−1,208−2.0%ReducedHolders
Q2 202359,896$1.02M0.2%−3,574−5.6%ReducedHolders
Q1 202363,470$1.10M0.3%00.0%UnchangedHolders
Q4 202263,470$1.02M0.2%−950−1.5%ReducedHolders
Q3 202264,420$1.00M0.3%+1,300+2.1%AddedHolders
Q2 202263,120$1.18M0.3%−8,100−11.4%ReducedHolders
Q1 202271,220$1.33M0.3%+699+1.0%AddedHolders
Q4 202170,521$1.50M0.3%+4,375+6.6%AddedHolders
Q3 202166,146$1.45M0.3%+900+1.4%AddedHolders
Q2 202165,246$1.46M0.3%+13,496+26.1%AddedHolders
Q1 202151,750$1.13M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.