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Disclosery

Summit Global Investments: HYG position timeline

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

Summit Global Investments held 104,888 HYG 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 104,888 shares
    Change vs previous 13F +5,657 shares

    0.46% of the 13F portfolio, value $8,388,000.

    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 99,231 shares
    Change vs previous 13F +25,133 shares

    0.47% of the 13F portfolio, value $7,895,000.

    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 74,098 shares
    Change vs previous 13F -536 shares

    0.35% of the 13F portfolio, value $5,975,000.

    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 74,634 shares
    Change vs previous 13F -1,175 shares

    0.35% of the 13F portfolio, value $6,060,000.

    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 75,809 shares
    Change vs previous 13F -3,525 shares

    0.36% of the 13F portfolio, value $6,114,000.

    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 79,334 shares
    Change vs previous 13F -166,549 shares

    0.46% of the 13F portfolio, value $6,259,000.

    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 245,883 shares
    Change vs previous 13F +14,982 shares

    1.21% of the 13F portfolio, value $19,339,000.

    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 230,901 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $18,541,000.

    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).