Summit Financial Wealth Advisors, LLC
Position in PHAT — Phathom Pharmaceuticals, Inc.
CIK 1632283
Lafayette, LA
Position in PHAT
as of Mar 31, 2026
· filed May 26, 2026
Position Value
$246,008
-$121,344 QoQ
Shares Held
22,143
0.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PHAT Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Summit Financial Wealth Advisors, LLC holds $564,135 across 2 Biotechnology names. PHAT ranks #2 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALT |
Altimmune, Inc.
|
103,288 | $318,127 | |
| 2 | PHAT |
Phathom Pharmaceuticals, Inc.
This page
|
22,143 | $246,008 |
All Filings in PHAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||