Skip to content
Disclosery

Summit Wealth Group, LLC: ESPR position timeline

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

Summit Wealth Group, LLC held 499,708 ESPR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 499,708 shares
    Change vs previous 13F +94,339 shares

    0.32% of the 13F portfolio, value $1,579,077.

    13F-HR 0001802865-26-000004 filed by Summit Wealth Group, 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 405,369 shares
    Change vs previous 13F +64,763 shares

    0.25% of the 13F portfolio, value $1,110,711.

    13F-HR 0001802865-26-000003 filed by Summit Wealth Group, 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 340,606 shares
    Change vs previous 13F +17,606 shares

    0.29% of the 13F portfolio, value $1,260,242.

    13F-HR 0001802865-26-000001 filed by Summit Wealth Group, 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 323,000 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $855,950.

    13F-HR 0001802865-25-000007 filed by Summit Wealth Group, 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 323,000 shares
    Change vs previous 13F +30,000 shares

    0.08% of the 13F portfolio, value $318,000.

    13F-HR 0001802865-25-000005 filed by Summit Wealth Group, 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 293,000 shares
    Change vs previous 13F +136,000 shares

    0.12% of the 13F portfolio, value $422,000.

    13F-HR 0001802865-25-000004 filed by Summit Wealth Group, 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 157,000 shares
    Change vs previous 13F +117,000 shares

    0.1% of the 13F portfolio, value $345,000.

    13F-HR 0001802865-25-000001 filed by Summit Wealth Group, 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 40,000 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $66,000.

    13F-HR 0001802865-24-000005 filed by Summit Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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