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Disclosery

Summit Global Investments: MSFT position timeline

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

Summit Global Investments held 46,302 MSFT 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 46,302 shares
    Change vs previous 13F -4,984 shares

    0.94% of the 13F portfolio, value $17,272,000.

    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 51,286 shares
    Change vs previous 13F +6,827 shares

    1.12% of the 13F portfolio, value $18,984,000.

    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 44,459 shares
    Change vs previous 13F -3,282 shares

    1.27% of the 13F portfolio, value $21,501,000.

    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 47,741 shares
    Change vs previous 13F -884 shares

    1.44% of the 13F portfolio, value $24,727,000.

    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 48,625 shares
    Change vs previous 13F +28,981 shares

    1.43% of the 13F portfolio, value $24,187,000.

    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 19,644 shares
    Change vs previous 13F -14,411 shares

    0.54% of the 13F portfolio, value $7,374,000.

    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 34,055 shares
    Change vs previous 13F -10,732 shares

    0.9% of the 13F portfolio, value $14,354,000.

    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 44,787 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $19,272,000.

    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).