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Disclosery

Summit Global Investments: AGG position timeline

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

Summit Global Investments held 59,325 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,325 shares
    Change vs previous 13F -18,851 shares

    0.32% of the 13F portfolio, value $5,872,000.

    13F-HR 0001697953-26-000006 filed by Summit Global Investments
    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 78,176 shares
    Change vs previous 13F -535,220 shares

    0.46% of the 13F portfolio, value $7,761,000.

    13F-HR 0001697953-26-000005 filed by Summit Global Investments
    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 613,396 shares
    Change vs previous 13F +8,103 shares

    3.62% of the 13F portfolio, value $61,266,000.

    13F-HR 0001697953-26-000004 filed by Summit Global Investments
    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 605,293 shares
    Change vs previous 13F +8,590 shares

    3.54% of the 13F portfolio, value $60,681,000.

    13F-HR 0001697953-25-000008 filed by Summit Global Investments
    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 596,703 shares
    Change vs previous 13F +18,527 shares

    3.49% of the 13F portfolio, value $59,193,000.

    13F-HR 0001697953-25-000007 filed by Summit Global Investments
    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 578,176 shares
    Change vs previous 13F +41,300 shares

    4.16% of the 13F portfolio, value $57,193,000.

    13F-HR 0001697953-25-000003 filed by Summit Global Investments
    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 536,876 shares
    Change vs previous 13F +27,796 shares

    3.25% of the 13F portfolio, value $52,023,000.

    13F-HR 0001697953-25-000001 filed by Summit Global Investments
    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 509,080 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $51,555,000.

    13F-HR 0001697953-24-000005 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

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