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Summit Global Investments: FTDR position timeline

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

Summit Global Investments held 16,737 FTDR 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 16,737 shares
    Change vs previous 13F +7,614 shares

    0.07% of the 13F portfolio, value $1,299,000.

    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 9,123 shares
    Change vs previous 13F -11,187 shares

    0.03% of the 13F portfolio, value $482,000.

    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 20,310 shares
    Change vs previous 13F +298 shares

    0.07% of the 13F portfolio, value $1,172,000.

    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 20,012 shares
    Change vs previous 13F -4,176 shares

    0.08% of the 13F portfolio, value $1,347,000.

    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 24,188 shares
    Change vs previous 13F -2,408 shares

    0.08% of the 13F portfolio, value $1,426,000.

    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 26,596 shares
    Change vs previous 13F -2,774 shares

    0.07% of the 13F portfolio, value $1,022,000.

    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 29,370 shares
    Change vs previous 13F -872 shares

    0.1% of the 13F portfolio, value $1,606,000.

    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 30,242 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,451,000.

    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).