Summit Financial, LLC
Holdings in PHYS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $13,845,550 | 419,308 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $11,097,932 | 374,677 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $6,999,287 | 276,106 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $1,050,435 | 43,659 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $699,160 | 34,715 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $254,220 | 12,474 | Shares | Sole | 2024-11-12 |