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Summit Global Investments: MLI position timeline

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

Summit Global Investments held 10,100 MLI 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 10,100 shares
    Change vs previous 13F -452 shares

    0.07% of the 13F portfolio, value $1,242,000.

    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 10,552 shares
    Change vs previous 13F -1,352 shares

    0.07% of the 13F portfolio, value $1,169,000.

    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 11,904 shares
    Change vs previous 13F -2,499 shares

    0.08% of the 13F portfolio, value $1,367,000.

    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 14,403 shares
    Change vs previous 13F -494 shares

    0.09% of the 13F portfolio, value $1,456,000.

    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 14,897 shares
    Change vs previous 13F +67 shares

    0.07% of the 13F portfolio, value $1,184,000.

    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 14,830 shares
    Change vs previous 13F +5,870 shares

    0.08% of the 13F portfolio, value $1,129,000.

    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 8,960 shares
    Change vs previous 13F -3,665 shares

    0.04% of the 13F portfolio, value $711,000.

    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 12,625 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $936,000.

    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).