Summit Financial Wealth Advisors, LLC CODX β€” CO-DIAGNOSTICS INC

Ownership history in Summit Financial Wealth Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Summit Financial Wealth Advisors, LLC reported CO-DIAGNOSTICS INC (CODX) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. The latest visible filing shows CODX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CODX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Summit Financial Wealth Advisors, LLC's position in CO-DIAGNOSTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CODX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Summit Financial Wealth Advisors, LLC held CODX β€” position size vs. price
% of Fund (quarterly)    CODX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 40,000 β€” β€” 0.00% $7K 2026-02-14 (Est.) $2.49

🏒 Other funds also holding CODX

As of 2026 Q1 β€” sorted by position size

SBI Securities Co., Ltd. 0.0%

FAQ About Summit Financial Wealth Advisors, LLC and CODX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Summit Financial Wealth Advisors, LLC reported owning CODX?

Summit Financial Wealth Advisors, LLC reported CODX across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported CODX position in Summit Financial Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for CODX was 0.00% in 2025 Q4.

What is the latest reported CODX position on this page?

The most recent filing on this page is 2025 Q4, when Summit Financial Wealth Advisors, LLC reported 40,000 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this CODX ownership page compare?

The chart compares Summit Financial Wealth Advisors, LLC's quarterly CODX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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