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Summit Financial Wealth Advisors, LLC → PHAT
Summit Financial Wealth Advisors, LLC PHAT Position History
Phathom Pharmaceuticals, Inc. • Healthcare
Quarters held
4
Latest value
$162K
Q3 2026
Peak value
$367K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $367K |
| Q1 2026 | $246K |
| Q2 2026 | $240K |
| Q3 2026 | $162K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $162K | 22.1K | — | — |
| Q2 2026 | $240K | 22.1K | — | — |
| Q1 2026 | $246K | 22.1K | — | — |
| Q4 2025 | $367K | 22.1K | — | — |