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Summit Financial Wealth Advisors, LLC → BFST
Summit Financial Wealth Advisors, LLC BFST Position History
Business First Bancshares, Inc. • Banking
Quarters held
3
Latest value
$1.8M
Q3 2026
Peak value
$1.8M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $1.6M |
| Q2 2026 | $1.8M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 59.5K | — | — |
| Q2 2026 | $1.8M | 59.5K | — | — |
| Q1 2026 | $1.6M | 59.4K | — | — |