Summit Financial Wealth Advisors, LLC
Holdings in PHAT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $367,352 | 22,143 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $260,623 | 22,143 | Shares | Sole | 2025-10-03 |
| 2025-06-30 | $212,351 | 22,143 | Shares | Sole | 2025-09-29 |
| 2025-03-31 | $195,266 | 31,143 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $553,175 | 68,125 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $524,898 | 29,032 | Shares | Sole | 2024-11-13 |