Summit Financial Wealth Advisors, LLC SBI — WSTRN ASST MUNI FUND INC

Ownership history in Summit Financial Wealth Advisors, LLC  ·  43 quarters on record

AI Ownership Summary

Summit Financial Wealth Advisors, LLC reported WSTRN ASST MUNI FUND INC (SBI) in 43 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.09% in 2024 Q1. The latest visible filing shows SBI at 0.04% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SBI 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 WSTRN ASST MUNI FUND 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
2026 Q2

SBI was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

SBI stock page Summit Financial Wealth Advisors, LLC fund profile Summit Financial Wealth Advisors, LLC full holdings
How Summit Financial Wealth Advisors, LLC held SBI — position size vs. price
% of Fund (quarterly)    SBI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 40,556 -2,000 -4.7% 0.04% $319K 2026-07-15 $7.85
2026 Q1 REDUCED 8.6% +3.8% ❌ 42,556 -4,000 -8.6% 0.05% $327K 2026-05-26 $7.73
2025 Q4 UNCHANGED — — — 46,556 — 0% 0.05% $358K 2026-01-27 $7.59
2025 Q3 UNCHANGED — — — 46,556 — 0% 0.06% $371K 2025-10-03 $7.54
2025 Q2 REDUCED — — — 46,556 -1,800 -3.7% 0.06% $350K 2025-09-29 $7.49
2025 Q1 REDUCED — — — 48,356 -1,250 -2.5% 0.07% $377K 2025-05-14 $6.97
2024 Q4 UNCHANGED — — — 49,606 — 0% 0.08% $386K 2025-02-13 $7.14
2024 Q3 UNCHANGED — — — 49,606 — 0% 0.08% $407K 2024-11-13 $7.23
2024 Q2 REDUCED 7.5% +5.9% ❌ 49,606 -4,000 -7.5% 0.08% $390K 2024-08-12 $7.08
2024 Q1 REDUCED 16.5% +0.7% ❌ 53,606 -10,600 -16.5% 0.09% $425K 2024-05-02 $6.69
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SBI

As of 2026 Q2 — sorted by position size

Noble Wealth Management PBC 0.16% Hennion & Walsh Asset Management, Inc. 3Y 0.06% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.01% BAR HARBOR WEALTH MANAGEMENT 3Y 7Y 0.01% HIGHLINE WEALTH PARTNERS LLC 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Summit Financial Wealth Advisors, LLC and SBI

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 SBI?

Summit Financial Wealth Advisors, LLC reported SBI across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for SBI was 0.09% in 2024 Q1.

What is the latest reported SBI position on this page?

The most recent filing on this page is 2026 Q2, when Summit Financial Wealth Advisors, LLC reported 40,556 shares, equal to 0.04% of portfolio, with an estimated market value of $319K.

What does the chart on this SBI ownership page compare?

The chart compares Summit Financial Wealth Advisors, LLC's quarterly SBI 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.

How well did Summit Financial Wealth Advisors, LLC time their SBI position?

Based on 13F filing dates vs. subsequent SBI price moves, Summit Financial Wealth Advisors, LLC correctly timed 9 out of 34 reported position changes (26%). The annualised alpha on SBI relative to SPY over the holding period was -35.4%.

← Back to Summit Financial Wealth Advisors, LLC Holdings