Summit Global Investments: BHP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Global Investments on BHP, newest first. How the timeline and the estimate are built.
Summit Global Investments held 5,404 BHP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 5,404 sharesChange vs previous 13F +5,404 shares
0.02% of the 13F portfolio, value $450,000.
13F-HR 0001697953-26-000006 filed by Summit Global Investments
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -8,025 shares
13F-HR 0001697953-25-000008 filed by Summit Global Investments
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 8,025 sharesChange vs previous 13F -8,856 shares
0.02% of the 13F portfolio, value $386,000.
13F-HR 0001697953-25-000007 filed by Summit Global Investments
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,881 sharesChange vs previous 13F -69,466 shares
0.06% of the 13F portfolio, value $819,000.
13F-HR 0001697953-25-000003 filed by Summit Global Investments
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 86,347 sharesChange vs previous 13F +86,347 shares
0.26% of the 13F portfolio, value $4,216,000.
13F-HR 0001697953-25-000001 filed by Summit Global Investments
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001697953-24-000005 filed by Summit Global Investments
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.