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Phathom Pharmaceuticals shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Phathom Pharmaceuticals (PHAT) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Phathom Pharmaceuticals

Tip: Access up to 7 years of quarterly data

All positions including Phathom Pharmaceuticals held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Phathom Pharmaceuticals by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $272k 22k 12.29
2025-03-31 $195k 31k 6.27
2024-12-31 $384k 68k 5.63
2024-09-30 $525k 29k 18.08

More positions owned by Summit Financial Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Spdr Series Trust Portfolio Crport (SPBO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Pimco Etf Tr Ultra Short Govt (BILZ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p Scp Etf (IJR)
Raytheon Technologies Corp (RTX)
Vanguard Index Fds Total Stk Mkt (VTI)
Alps Etf Tr Alerian Mlp (AMLP)
3M Company (MMM)
Valero Energy Corporation (VLO)
Cummins (CMI)

View all positions for Summit Financial Wealth Advisors

Top funds holding Phathom Pharmaceuticals

Frazier Life Sciences Management
Medicxi Ventures Management
Millennium Management
Invesco
Carlyle
BlackRock
Vanguard Group
Ensign Peak Advisors
NEA Management Company
683 Capital Management
Daniel D. Thurber
Catalys Pacific
Jennifer Ranahan
Catalio Capital Management
Geode Capital Management

View all funds holding Phathom Pharmaceuticals