Summit Wealth Group, LLC
- SEC CIK
- 0001802865
- Latest filing
- Aug 4, 2026
ESPR holding history
Esperion Therapeutics, Inc. in every 13F filed by Summit Wealth Group, 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)
- 499,708
- Value
- $1.58M
- % of portfolio
- 0.3%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 499,708 | $1.58M | 0.3% | +94,339+23.3% | Added | Holders |
| Q1 2026 | 405,369 | $1.11M | 0.3% | +64,763+19.0% | Added | Holders |
| Q4 2025 | 340,606 | $1.26M | 0.3% | +17,606+5.5% | Added | Holders |
| Q3 2025 | 323,000 | $856.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2025 | 323,000 | $318.0K | 0.1% | +30,000+10.2% | Added | Holders |
| Q1 2025 | 293,000 | $422.0K | 0.1% | +136,000+86.6% | Added | Holders |
| Q4 2024 | 157,000 | $345.0K | 0.1% | +117,000+292.5% | Added | Holders |
| Q3 2024 | 40,000 | $66.0K | <0.1% | +40,000 | New | Holders |