Skip to content
Disclosery

Summit Global Investments: AX position timeline

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

Summit Global Investments held 6,778 AX 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 6,778 shares
    Change vs previous 13F +1,342 shares

    0.04% of the 13F portfolio, value $660,000.

    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 5,436 shares
    Change vs previous 13F -8,767 shares

    0.03% of the 13F portfolio, value $463,000.

    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 14,203 shares
    Change vs previous 13F +3,734 shares

    0.07% of the 13F portfolio, value $1,224,000.

    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 10,469 shares
    Change vs previous 13F +481 shares

    0.05% of the 13F portfolio, value $886,000.

    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 9,988 shares
    Change vs previous 13F +159 shares

    0.04% of the 13F portfolio, value $759,000.

    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 9,829 shares
    Change vs previous 13F +2,457 shares

    0.05% of the 13F portfolio, value $634,000.

    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 7,372 shares
    Change vs previous 13F -12,309 shares

    0.03% of the 13F portfolio, value $515,000.

    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 19,681 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,238,000.

    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).