Summit Financial Wealth Advisors, LLC

SEC CIK: 0001632283
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

MMM holding history

3M Co 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.

MMM overview All 13F holders of MMM Full Q2 2026 holdings

Shares (Q2 2026): 95,972
Value: $15.5M
% of portfolio: 2.0%
Quarters held: 22; Since Q1 2021

Holdings of MMM by Summit Financial Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	95,972	$15.5M	2.0%	+3,157+3.4%	Added	Holders
Q1 2026	92,815	$13.5M	1.9%	+1,668+1.8%	Added	Holders
Q4 2025	91,147	$14.6M	2.1%	−2,303−2.5%	Reduced	Holders
Q3 2025	93,450	$14.6M	2.3%	−1,340−1.4%	Reduced	Holders
Q2 2025	94,790	$14.4M	2.6%	−1,705−1.8%	Reduced	Holders
Q1 2025	96,495	$14.2M	2.8%	−141−0.1%	Reduced	Holders
Q4 2024	96,636	$14.5M	2.8%	+510+0.5%	Added	Holders
Q3 2024	96,126	$13.1M	2.5%	−361−0.4%	Reduced	Holders
Q2 2024	96,487	$9.86M	2.0%	+11,538+13.6%	Added	Holders
Q1 2024	84,949	$9.01M	1.8%	+5,167+6.5%	Added	Holders
Q4 2023	79,782	$8.72M	2.0%	+1,396+1.8%	Added	Holders
Q3 2023	78,386	$7.30M	1.8%	+39,368+100.9%	Added	Holders
Q2 2023	39,018	$3.91M	0.9%	+6,255+19.1%	Added	Holders
Q1 2023	32,763	$3.44M	0.8%	+6,113+22.9%	Added	Holders
Q4 2022	26,650	$3.20M	0.8%	−4,396−14.2%	Reduced	Holders
Q3 2022	31,046	$3.81M	1.1%	−26,972−46.5%	Reduced	Holders
Q2 2022	58,018	$7.78M	1.9%	+799+1.4%	Added	Holders
Q1 2022	57,219	$8.52M	1.7%	+9,473+19.8%	Added	Holders
Q4 2021	47,746	$8.61M	1.7%	+3,680+8.4%	Added	Holders
Q3 2021	44,066	$7.73M	1.8%	+759+1.8%	Added	Holders
Q2 2021	43,307	$8.60M	1.9%	+384+0.9%	Added	Holders
Q1 2021	42,923	$7.50M	1.9%	–	–	Holders

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