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Summit Global Investments: L position timeline

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

Summit Global Investments held 9,970 L 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 9,970 shares
    Change vs previous 13F +20 shares

    0.06% of the 13F portfolio, value $1,129,000.

    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 9,950 shares
    Change vs previous 13F +2,390 shares

    0.06% of the 13F portfolio, value $1,062,000.

    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 7,560 shares
    Change vs previous 13F -3,878 shares

    0.05% of the 13F portfolio, value $796,000.

    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 11,438 shares
    Change vs previous 13F -473 shares

    0.07% of the 13F portfolio, value $1,148,000.

    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 11,911 shares
    Change vs previous 13F -18,902 shares

    0.06% of the 13F portfolio, value $1,092,000.

    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 30,813 shares
    Change vs previous 13F +27,560 shares

    0.21% of the 13F portfolio, value $2,832,000.

    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 3,253 shares
    Change vs previous 13F -3,290 shares

    0.02% of the 13F portfolio, value $275,000.

    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 6,543 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $517,000.

    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).