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Disclosery

Summit Global Investments: COST position timeline

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

Summit Global Investments held 12,461 COST 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 12,461 shares
    Change vs previous 13F +510 shares

    0.64% of the 13F portfolio, value $11,657,000.

    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 11,951 shares
    Change vs previous 13F -2,568 shares

    0.7% of the 13F portfolio, value $11,908,000.

    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 14,519 shares
    Change vs previous 13F +1,559 shares

    0.74% of the 13F portfolio, value $12,520,000.

    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 12,960 shares
    Change vs previous 13F +645 shares

    0.7% of the 13F portfolio, value $11,996,000.

    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 12,315 shares
    Change vs previous 13F +6,401 shares

    0.72% of the 13F portfolio, value $12,191,000.

    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 5,914 shares
    Change vs previous 13F -1,328 shares

    0.41% of the 13F portfolio, value $5,594,000.

    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 7,242 shares
    Change vs previous 13F -1,525 shares

    0.42% of the 13F portfolio, value $6,636,000.

    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 8,767 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $7,772,000.

    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).