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Summit Financial, LLC

SEC CIK
0001765536
Latest filing
Aug 12, 2026

ESPR holding history

Esperion Therapeutics, Inc. in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ESPR overviewAll 13F holders of ESPRFull Q2 2026 holdings

Shares (Q2 2026)
85,738
Value
$270.7K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of ESPR by Summit Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202685,738$270.7K<0.1%−40,635−32.2%ReducedHolders
Q1 2026126,373$346.3K<0.1%+19,110+17.8%AddedHolders
Q4 2025107,263$396.9K<0.1%+8,625+8.7%AddedHolders
Q3 202598,638$261.4K<0.1%+23,853+31.9%AddedHolders
Q2 202574,785$74.3K<0.1%+9,591+14.7%AddedHolders
Q1 202565,194$93.9K<0.1%+18,666+40.1%AddedHolders
Q4 202446,528$102.4K<0.1%+7,150+18.2%AddedHolders
Q3 202439,378$65.0K<0.1%+6,691+20.5%AddedHolders
Q2 202432,687$72.6K<0.1%+6,823+26.4%AddedHolders
Q1 202425,864$69.3K<0.1%+10,355+66.8%AddedHolders
Q4 202315,509$46.4K<0.1%+3,622+30.5%AddedHolders
Q3 202311,887$11.6K<0.1%+11,887NewHolders