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Disclosery

Summit Global Investments: CSW position timeline

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

Summit Global Investments held 742 CSW 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 742 shares
    Change vs previous 13F +742 shares

    0.01% of the 13F portfolio, value $206,000.

    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 0 shares
    Change vs previous 13F -1,365 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 1,365 shares
    Change vs previous 13F -83 shares

    0.02% of the 13F portfolio, value $401,000.

    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 1,448 shares
    Change vs previous 13F -2,154 shares

    0.02% of the 13F portfolio, value $352,000.

    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 3,602 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,033,000.

    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).