Skip to content
Disclosery

Summit Financial, LLC: ESPR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial, LLC on ESPR, newest first. How the timeline and the estimate are built.

Summit Financial, LLC held 85,738 ESPR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,738 shares
    Change vs previous 13F -40,635 shares

    <0.01% of the 13F portfolio, value $270,684.

    13F-HR 0001172661-26-003336 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 126,373 shares
    Change vs previous 13F +19,110 shares

    <0.01% of the 13F portfolio, value $346,262.

    13F-HR 0001172661-26-002343 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 107,263 shares
    Change vs previous 13F +8,625 shares

    0.01% of the 13F portfolio, value $396,873.

    13F-HR 0001172661-26-000703 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 98,638 shares
    Change vs previous 13F +23,853 shares

    <0.01% of the 13F portfolio, value $261,391.

    13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 74,785 shares
    Change vs previous 13F +9,591 shares

    <0.01% of the 13F portfolio, value $74,306.

    13F-HR 0001765536-25-000007 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 65,194 shares
    Change vs previous 13F +18,666 shares

    <0.01% of the 13F portfolio, value $93,879.

    13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,528 shares
    Change vs previous 13F +7,150 shares

    <0.01% of the 13F portfolio, value $102,362.

    13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 39,378 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $64,974.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).