Position in ESPR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$0
+$0 QoQ
Shares Held
85,738
-32.2% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESPR Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Summit Financial, LLC holds $9,049,716 across 7 Drug Manufacturers - Specialty & Generic names. ESPR ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTHR |
UNITED THERAPEUTICS Corp
|
10,701 | $5,798,122 | |
| 2 | DERM |
Journey Medical Corp
|
346,748 | $2,454,975 | |
| 3 | ZTS |
Zoetis Inc.
|
4,263 | $306,339 | |
| 4 | ALKS |
Alkermes plc.
|
4,052 | $212,324 | |
| 5 | VTRS |
Viatris Inc
|
10,888 | $172,901 | |
| 6 | CRDL |
Cardiol Therapeutics Inc.
|
99,109 | $105,055 | |
| 7 | ESPR |
Esperion Therapeutics, Inc.
This page
|
85,738 | $0 |
All Filings in ESPR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | — | 85,738 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | — | 126,373 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | — | 107,263 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | — | 98,638 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | — | 74,785 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | — | 65,194 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | — | 46,528 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | — | 39,378 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | — | 32,687 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | — | 25,864 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | — | 15,509 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | — | 11,887 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||