Summit Global Investments: AEG position timeline

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

Summit Global Investments held 0 AEG shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

period ended2025-09-30
13F 0 shares
Change vs previous 13F -1,040,668 shares
13F-HR 0001697953-25-000008 filed by Summit Global Investments
Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-06-30
13F 1,040,668 shares
Change vs previous 13F 0 shares
0.44% of the 13F portfolio, value $7,534,000.
13F-HR 0001697953-25-000007 filed by Summit Global Investments
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,040,668 shares
Change vs previous 13F 0 shares
0.5% of the 13F portfolio, value $6,858,000.
13F-HR 0001697953-25-000003 filed by Summit Global Investments
Filed 2025-04-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,040,668 shares
Change vs previous 13F +100 shares
0.38% of the 13F portfolio, value $6,130,000.
13F-HR 0001697953-25-000001 filed by Summit Global Investments
Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,040,568 shares
Change vs previous 13F not available
0.42% of the 13F portfolio, value $6,649,000.
13F-HR 0001697953-24-000005 filed by Summit Global Investments
Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).