Skip to content
Disclosery

Summit Global Investments: EPR position timeline

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

Summit Global Investments held 0 EPR shares at 2025-03-31 per its 13F-HR filed 2025-04-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -14,851 shares

    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).

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

  2. period ended2024-12-31
    13F 14,851 shares
    Change vs previous 13F -13,389 shares

    0.04% of the 13F portfolio, value $658,000.

    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).

  3. period ended2024-09-30
    13F 28,240 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,385,000.

    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).