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Disclosery

Summit Global Investments: HD position timeline

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

Summit Global Investments held 6,471 HD 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 6,471 shares
    Change vs previous 13F -398 shares

    0.12% of the 13F portfolio, value $2,282,000.

    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 6,869 shares
    Change vs previous 13F -1,807 shares

    0.13% of the 13F portfolio, value $2,259,000.

    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 8,676 shares
    Change vs previous 13F -23,306 shares

    0.18% of the 13F portfolio, value $2,985,000.

    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 31,982 shares
    Change vs previous 13F -22,425 shares

    0.76% of the 13F portfolio, value $12,959,000.

    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 54,407 shares
    Change vs previous 13F +17,001 shares

    1.18% of the 13F portfolio, value $19,948,000.

    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 37,406 shares
    Change vs previous 13F +18,293 shares

    1% of the 13F portfolio, value $13,709,000.

    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 19,113 shares
    Change vs previous 13F +7,953 shares

    0.47% of the 13F portfolio, value $7,435,000.

    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 11,160 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,522,000.

    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).