ESPR — ESPERION THERAPEUTICS INC NE

Ownership history in Summit Wealth Group, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Summit Wealth Group, LLC reported a position in ESPERION THERAPEUTICS INC NE (ESPR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.29% (2025 Q4)
Avg. % of fund
0.14%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 340,606 +17,606 +5.5% 0.29% $1.3M $3.70
2025 Q3 UNCHANGED 323,000 — 0% 0.21% $856K $2.65
2025 Q2 ADDED 323,000 +30,000 +10.2% 0.08% $318K $0.98
2025 Q1 ADDED 293,000 +136,000 +86.6% 0.12% $422K $1.44
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ESPR price (monthly, adj. close)

Other funds also holding ESPR

As of 2025 Q4 — sorted by position size

AIGH Capital Management LLC 3Y 3.58% Velan Capital Investment Management LP 3Y 2.6% PenderFund Capital Management Ltd. 3Y 7Y 2.56% Two Seas Capital LP 3Y 0.91% Eversept Partners, LP 3Y 7Y 0.72% nVerses Capital, LLC 0.56% ORBIMED ADVISORS LLC 3Y 7Y 0.45% WASATCH ADVISORS LP 3Y 7Y 0.21% Virtus Investment Advisers, LLC 3Y 7Y 0.18% Diametric Capital, LP 3Y 7Y 0.17%
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