에스페리온 테라퓨틱스(Esperion Therapeutics), Inc.
GB ˙ LSE ˙ US29664W1053
US$3.13 ↓ -0.00 (-0.16%)
2026-06-05
주가
SecurityGB:0IIM / Esperion Therapeutics, Inc.
InstitutionSummit Financial, LLC
Latest Disclosed Ownership126,373 shares
Latest Disclosed Value $ 346,262
Summit Financial, LLC reports 17.82% increase in ownership of 0IIM / Esperion Therapeutics, Inc.

On May 15, 2026 - Summit Financial, LLC filed a 13F-HR form disclosing ownership of 126,373 shares of Esperion Therapeutics, Inc. (GB:0IIM) valued at $343,494 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 107,263 shares of Esperion Therapeutics, Inc.. This represents a change in shares of 17.82% during the quarter. The current value of the position is $395,547 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ESPERION THERAPEUTICS INC NE COM 29664W105 126,373 19,110 17.82 346 -12.63 0.0044
2026-02-12 2025-12-31 13F ESPERION THERAPEUTICS INC NE COM 29664W105 107,263 8,625 8.74 397 51.72 0.0058
2025-11-14 2025-09-30 13F ESPERION THERAPEUTICS INC NE COM 29664W105 98,638 23,853 31.90 261 252.70 0.0040
2025-08-13 2025-06-30 13F ESPERION THERAPEUTICS Common stock 29664W105 74,785 9,591 14.71 74 -20.43 0.0017
2025-05-14 2025-03-31 13F ESPERION THERAPEUTICS Common Stock 29664W105 65,194 18,666 40.12 94 -8.82 0.0026
2025-02-12 2024-12-31 13F ESPERION THERAPEUTICS Common Stock 29664W105 46,528 7,150 18.16 102 59.38 0.0036
2024-11-12 2024-09-30 13F ESPERION THERAPEUTICS Common Stock 29664W105 39,378 6,691 20.47 65 -11.11 0.0025
2024-07-31 2024-06-30 13F ESPERION THERAPEUTICS INC NE COM Common Stock 29664W105 32,687 6,823 26.38 73 4.35 0.0033
2024-04-24 2024-03-31 13F ESPERION THERAPEUTICS INC NE COM Common Stock 29664W105 25,864 10,355 66.77 69 50.00 0.0041
2024-02-06 2023-12-31 13F ESPERION THERAPEUTICS INC NE COM Common Stock 29664W105 15,509 3,622 30.47 46 318.18 0.0030
2023-11-07 2023-09-30 13F ESPERION THERAPEUTICS INC NE COM Common Stock 29664W105 11,887 11,887 12 0.0009
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.