Summit Global Investments: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Global Investments on DIS, newest first. How the timeline and the estimate are built.
Summit Global Investments held 9,399 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 9,399 sharesChange vs previous 13F +2,341 shares
0.05% of the 13F portfolio, value $905,000.
13F-HR 0001697953-26-000006 filed by Summit Global Investments
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,058 sharesChange vs previous 13F -1,369 shares
0.04% of the 13F portfolio, value $680,000.
13F-HR 0001697953-26-000005 filed by Summit Global Investments
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,427 sharesChange vs previous 13F +204 shares
0.06% of the 13F portfolio, value $959,000.
13F-HR 0001697953-26-000004 filed by Summit Global Investments
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,223 sharesChange vs previous 13F -52,266 shares
0.06% of the 13F portfolio, value $942,000.
13F-HR 0001697953-25-000008 filed by Summit Global Investments
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 60,489 sharesChange vs previous 13F +60,489 shares
0.44% of the 13F portfolio, value $7,501,000.
13F-HR 0001697953-25-000007 filed by Summit Global Investments
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -11,343 shares
13F-HR 0001697953-25-000003 filed by Summit Global Investments
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 11,343 sharesChange vs previous 13F -1,036 shares
0.08% of the 13F portfolio, value $1,263,000.
13F-HR 0001697953-25-000001 filed by Summit Global Investments
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,379 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $1,191,000.
13F-HR 0001697953-24-000005 filed by Summit Global Investments
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).