Summit Financial Wealth Advisors, LLC
Position in PHAT — Phathom Pharmaceuticals, Inc.
CIK 1632283
Lafayette, LA
Position in PHAT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$240,251
-$5,757 QoQ
Shares Held
22,143
0.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#100
of 162 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHAT 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. PHAT ranks #2 (43.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALT |
Altimmune, Inc.
|
103,288 | $313,995 | |
| 2 | PHAT |
Phathom Pharmaceuticals, Inc.
This page
|
22,143 | $240,251 |
All Filings in PHAT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,251 | 22,143 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $246,008 | 22,143 | Shares | Sole | 2026-05-26 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||