Skip to main content
Equibles

Summit Financial Wealth Advisors, LLC

Position in PHYS — PHYS ETF

CIK 1632283 Lafayette, LA
Back to PHYS Full portfolio

All Filings in PHYS

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $241,360 8,000
2026-03-31 $283,520 8,000
2025-12-31 $264,160 8,000
2025-09-30 $236,960 8,000
2025-06-30 $202,800 8,000
2023-06-30 $164,120 11,000
2023-03-31 $170,060 11,000
2022-12-31 $162,150 11,500
2022-09-30 $147,200 11,500
2022-06-30 $163,070 11,500
2022-03-31 $176,755 11,500
2021-12-31 $165,140 11,500
2021-09-30 $158,700 11,500
2021-06-30 $161,345 11,500
2021-03-31 $154,215 11,500
2020-09-30 $173,075 11,500