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Disclosery

Summit Global Investments: IEF position timeline

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

Summit Global Investments held 385,680 IEF 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 385,680 shares
    Change vs previous 13F +39,188 shares

    1.99% of the 13F portfolio, value $36,474,000.

    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 346,492 shares
    Change vs previous 13F +286,405 shares

    1.95% of the 13F portfolio, value $33,069,000.

    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 60,087 shares
    Change vs previous 13F +1,359 shares

    0.34% of the 13F portfolio, value $5,778,000.

    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 58,728 shares
    Change vs previous 13F +1,185 shares

    0.33% of the 13F portfolio, value $5,665,000.

    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 57,543 shares
    Change vs previous 13F +992 shares

    0.32% of the 13F portfolio, value $5,511,000.

    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 56,551 shares
    Change vs previous 13F +46,254 shares

    0.39% of the 13F portfolio, value $5,393,000.

    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 10,297 shares
    Change vs previous 13F +542 shares

    0.06% of the 13F portfolio, value $952,000.

    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 9,755 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $957,000.

    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).