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Summit Global Investments: CL position timeline

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

Summit Global Investments held 103,583 CL 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 103,583 shares
    Change vs previous 13F -7,369 shares

    0.52% of the 13F portfolio, value $9,496,000.

    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 110,952 shares
    Change vs previous 13F -34,374 shares

    0.56% of the 13F portfolio, value $9,456,000.

    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 145,326 shares
    Change vs previous 13F -61,893 shares

    0.68% of the 13F portfolio, value $11,484,000.

    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 207,219 shares
    Change vs previous 13F +31,509 shares

    0.97% of the 13F portfolio, value $16,565,000.

    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 175,710 shares
    Change vs previous 13F +960 shares

    0.94% of the 13F portfolio, value $15,972,000.

    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 174,750 shares
    Change vs previous 13F -115,279 shares

    1.19% of the 13F portfolio, value $16,374,000.

    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 290,029 shares
    Change vs previous 13F +123,322 shares

    1.65% of the 13F portfolio, value $26,367,000.

    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 166,707 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $17,306,000.

    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).