Summit Wealth Group, LLC
Position in ESPR — Esperion Therapeutics, Inc.
CIK 1802865
WHITE RIVER JUNCTION, VT
Position in ESPR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$0
+$0 QoQ
Shares Held
499,708
+23.3% QoQ
Ownership
0.194%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
8 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 Wealth Group, LLC holds $58,755 across 2 Drug Manufacturers - Specialty & Generic names. ESPR ranks #2 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHC |
Bausch Health Companies Inc.
|
11,918 | $58,755 | |
| 2 | ESPR |
Esperion Therapeutics, Inc.
This page
|
499,708 | $0 |
All Filings in ESPR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | — | 499,708 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | — | 405,369 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | — | 340,606 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | — | 323,000 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | — | 323,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | — | 293,000 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | — | 157,000 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | — | 40,000 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||