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Disclosery

Summit Global Investments: MA position timeline

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

Summit Global Investments held 9,852 MA 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 9,852 shares
    Change vs previous 13F -5,926 shares

    0.28% of the 13F portfolio, value $5,060,000.

    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 15,778 shares
    Change vs previous 13F -547 shares

    0.47% of the 13F portfolio, value $7,884,000.

    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 16,325 shares
    Change vs previous 13F -5,285 shares

    0.55% of the 13F portfolio, value $9,320,000.

    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 21,610 shares
    Change vs previous 13F +2,795 shares

    0.72% of the 13F portfolio, value $12,292,000.

    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 18,815 shares
    Change vs previous 13F +3,726 shares

    0.62% of the 13F portfolio, value $10,573,000.

    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 15,089 shares
    Change vs previous 13F -3,027 shares

    0.6% of the 13F portfolio, value $8,270,000.

    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 18,116 shares
    Change vs previous 13F -5,111 shares

    0.6% of the 13F portfolio, value $9,540,000.

    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 23,227 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $11,470,000.

    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).