Skip to content
Disclosery

Summit Global Investments: CGDV position timeline

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

Summit Global Investments held 44,466 CGDV 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 44,466 shares
    Change vs previous 13F +3,133 shares

    0.12% of the 13F portfolio, value $2,191,000.

    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 41,333 shares
    Change vs previous 13F +1,734 shares

    0.1% of the 13F portfolio, value $1,758,000.

    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 39,599 shares
    Change vs previous 13F +3,087 shares

    0.1% of the 13F portfolio, value $1,728,000.

    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 36,512 shares
    Change vs previous 13F +9,604 shares

    0.09% of the 13F portfolio, value $1,535,000.

    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 26,908 shares
    Change vs previous 13F +4,754 shares

    0.06% of the 13F portfolio, value $1,063,000.

    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 22,154 shares
    Change vs previous 13F +2,377 shares

    0.06% of the 13F portfolio, value $790,000.

    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 19,777 shares
    Change vs previous 13F +1,396 shares

    0.04% of the 13F portfolio, value $697,000.

    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 18,381 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $670,000.

    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).