SUMMIT WEALTH & RETIREMENT PLANNING, INC.
PensionPosition in AQST — Aquestive Therapeutics, Inc.
CIK 1766995
EAGLE, ID
Position in AQST
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$145,600
+$350 QoQ
Shares Held
35,000
0.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#89
of 185 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AQST Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026SUMMIT WEALTH & RETIREMENT PLANNING, INC. holds $145,600 across 1 Drug Manufacturers - Specialty & Generic name. AQST ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AQST |
Aquestive Therapeutics, Inc.
This page
|
35,000 | $145,600 |
All Filings in AQST
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,600 | 35,000 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $145,250 | 35,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $96,900 | 15,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $83,850 | 15,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $33,100 | 10,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $29,000 | 10,000 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||