Skip to content
Disclosery

Summit Global Investments: CALM position timeline

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

Summit Global Investments held 11,644 CALM 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 11,644 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $938,000.

    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 11,644 shares
    Change vs previous 13F -230 shares

    0.05% of the 13F portfolio, value $922,000.

    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 11,874 shares
    Change vs previous 13F +317 shares

    0.06% of the 13F portfolio, value $945,000.

    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 11,557 shares
    Change vs previous 13F +3,745 shares

    0.06% of the 13F portfolio, value $1,088,000.

    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 7,812 shares
    Change vs previous 13F -23 shares

    0.05% of the 13F portfolio, value $778,000.

    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 7,835 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $712,000.

    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).