Summit Wealth Group, LLC ESPR — ESPERION THERAPEUTICS INC NE

Ownership history in Summit Wealth Group, LLC  ·  7 quarters on record

AI Ownership Summary

Summit Wealth Group, LLC reported ESPERION THERAPEUTICS INC NE (ESPR) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.29% in 2025 Q4. The latest visible filing shows ESPR at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ESPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Summit Wealth Group, LLC's position in ESPERION THERAPEUTICS INC NE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ESPR was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ESPR stock page Summit Wealth Group, LLC fund profile Summit Wealth Group, LLC full holdings
How Summit Wealth Group, LLC held ESPR — position size vs. price
% of Fund (quarterly)    ESPR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 405,369 +64,763 +19.0% 0.25% $1.1M 2026-05-04 $3.12
2025 Q4 ADDED — — — 340,606 +17,606 +5.5% 0.29% $1.3M 2026-02-06 $3.40
2025 Q3 UNCHANGED — — — 323,000 — 0% 0.21% $856K 2025-10-23 $2.68
2025 Q2 ADDED — — — 323,000 +30,000 +10.2% 0.08% $318K 2025-08-06 $1.92
2025 Q1 ADDED — — — 293,000 +136,000 +86.6% 0.12% $422K 2025-05-02 $1.09
2024 Q4 ADDED — — — 157,000 +117,000 +292.5% 0.10% $345K 2025-02-04 $1.88
2024 Q3 INITIATED — — — 40,000 — — 0.02% $66K 2024-11-08 $2.28

🏢 Other funds also holding ESPR

As of 2026 Q1 — sorted by position size

Privium Fund Management B.V. 3Y 1.88% AIGH Capital Management LLC 3Y 1.64% WASATCH ADVISORS LP 3Y 7Y 0.29% Eleva Capital SAS 0.15% SLT Holdings LLC 0.07% Boomfish Wealth Group, LLC 0.07% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.06% Eaton Financial Holdings Company, LLC 3Y 0.04% Capital Advisors Wealth Management, LLC 3Y 0.03% Sanchez Gaunt Capital Management, LLC 0.02%

FAQ About Summit Wealth Group, LLC and ESPR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Summit Wealth Group, LLC reported owning ESPR?

Summit Wealth Group, LLC reported ESPR across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported ESPR position in Summit Wealth Group, LLC's portfolio?

The largest reported portfolio weight for ESPR was 0.29% in 2025 Q4.

What is the latest reported ESPR position on this page?

The most recent filing on this page is 2026 Q1, when Summit Wealth Group, LLC reported 405,369 shares, equal to 0.25% of portfolio, with an estimated market value of $1.1M.

What does the chart on this ESPR ownership page compare?

The chart compares Summit Wealth Group, LLC's quarterly ESPR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Summit Wealth Group, LLC time their ESPR position?

Based on 13F filing dates vs. subsequent ESPR price moves, Summit Wealth Group, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on ESPR relative to SPY over the holding period was +7.9%.

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