Strategic Wealth Advisors LLC
Position in PHAT — Phathom Pharmaceuticals, Inc.
CIK 2107449
SCOTTSDALE, AZ
Position in PHAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$16
-$11,094 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#161
of 161 holders
Holding Since
Dec 2025
3 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, 2026Strategic Wealth Advisors LLC holds $46 across 5 Biotechnology names. PHAT ranks #1 (34.8% of the industry book) .
All Filings in PHAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16 | 1,000 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $11,110 | 1,000 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $16,590 | 1,000 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||