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Disclosery

Summit Global Investments: CMS position timeline

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

Summit Global Investments held 34,813 CMS 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 34,813 shares
    Change vs previous 13F -35,430 shares

    0.15% of the 13F portfolio, value $2,663,000.

    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 70,243 shares
    Change vs previous 13F -6,743 shares

    0.32% of the 13F portfolio, value $5,449,000.

    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 76,986 shares
    Change vs previous 13F -34,544 shares

    0.32% of the 13F portfolio, value $5,384,000.

    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 111,530 shares
    Change vs previous 13F -4,210 shares

    0.48% of the 13F portfolio, value $8,171,000.

    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 115,740 shares
    Change vs previous 13F -79,756 shares

    0.47% of the 13F portfolio, value $8,018,000.

    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 195,496 shares
    Change vs previous 13F -37,152 shares

    1.07% of the 13F portfolio, value $14,684,000.

    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 232,648 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $15,506,000.

    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).