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Disclosery

Summit Global Investments: META position timeline

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

Summit Global Investments held 19,327 META 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 19,327 shares
    Change vs previous 13F -2,742 shares

    0.59% of the 13F portfolio, value $10,887,000.

    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 22,069 shares
    Change vs previous 13F -2,221 shares

    0.74% of the 13F portfolio, value $12,626,000.

    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 24,290 shares
    Change vs previous 13F +3,607 shares

    0.95% of the 13F portfolio, value $16,034,000.

    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 20,683 shares
    Change vs previous 13F -2,126 shares

    0.89% of the 13F portfolio, value $15,189,000.

    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 22,809 shares
    Change vs previous 13F -1,243 shares

    0.99% of the 13F portfolio, value $16,835,000.

    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 24,052 shares
    Change vs previous 13F -6,547 shares

    1.01% of the 13F portfolio, value $13,863,000.

    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 30,599 shares
    Change vs previous 13F -9,623 shares

    1.12% of the 13F portfolio, value $17,916,000.

    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 40,222 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $23,025,000.

    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).