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Disclosery

Summit Global Investments: C position timeline

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

Summit Global Investments held 28,065 C 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 28,065 shares
    Change vs previous 13F +14,428 shares

    0.21% of the 13F portfolio, value $3,928,000.

    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 13,637 shares
    Change vs previous 13F +356 shares

    0.09% of the 13F portfolio, value $1,547,000.

    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 13,281 shares
    Change vs previous 13F +8,882 shares

    0.09% of the 13F portfolio, value $1,550,000.

    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 4,399 shares
    Change vs previous 13F -298 shares

    0.03% of the 13F portfolio, value $447,000.

    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 4,697 shares
    Change vs previous 13F -8,360 shares

    0.02% of the 13F portfolio, value $400,000.

    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 13,057 shares
    Change vs previous 13F -49,547 shares

    0.07% of the 13F portfolio, value $927,000.

    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 62,604 shares
    Change vs previous 13F +31,964 shares

    0.28% of the 13F portfolio, value $4,407,000.

    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 30,640 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,918,000.

    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).