Position in ALT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$313,995
-$4,132 QoQ
Shares Held
103,288
0.0% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#78
of 210 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALT Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $554,246 across 2 Biotechnology names. ALT ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALT |
Altimmune, Inc.
This page
|
103,288 | $313,995 | |
| 2 | PHAT |
Phathom Pharmaceuticals, Inc.
|
22,143 | $240,251 |
All Filings in ALT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,995 | 103,288 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $318,127 | 103,288 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $372,869 | 103,288 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $363,005 | 96,288 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $475,963 | 122,988 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $589,940 | 117,988 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $717,308 | 99,488 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $281,936 | 45,918 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $184,903 | 27,805 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||