INSPIRION WEALTH ADVISORS, LLC
Position in PHAT — Phathom Pharmaceuticals, Inc.
CIK 1633448
LIBERTYVILLE, IL
Position in PHAT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$216,066
-$5,178 QoQ
Shares Held
19,914
0.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#102
of 161 holders
Holding Since
Jun 2022
17 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, 2026INSPIRION WEALTH ADVISORS, LLC holds $1,018,743 across 5 Biotechnology names. PHAT ranks #2 (21.2% of the industry book) .
All Filings in PHAT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,066 | 19,914 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $221,244 | 19,914 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $328,714 | 19,814 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $431,182 | 36,634 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $190,016 | 19,814 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $124,547 | 19,864 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $162,107 | 19,964 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $662,342 | 36,634 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $377,330 | 36,634 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $373,123 | 35,134 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $320,773 | 35,134 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $312,489 | 30,134 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $431,518 | 30,134 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $165,997 | 23,249 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $261,078 | 23,269 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $257,820 | 23,269 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $196,390 | 23,269 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||