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Disclosery

Summit Global Investments: OFG position timeline

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

Summit Global Investments held 28,664 OFG 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 28,664 shares
    Change vs previous 13F -777 shares

    0.08% of the 13F portfolio, value $1,407,000.

    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 29,441 shares
    Change vs previous 13F +7,226 shares

    0.07% of the 13F portfolio, value $1,191,000.

    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 22,215 shares
    Change vs previous 13F -567 shares

    0.05% of the 13F portfolio, value $910,000.

    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 22,782 shares
    Change vs previous 13F +8,424 shares

    0.06% of the 13F portfolio, value $991,000.

    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 14,358 shares
    Change vs previous 13F +108 shares

    0.04% of the 13F portfolio, value $615,000.

    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 14,250 shares
    Change vs previous 13F -16,231 shares

    0.04% of the 13F portfolio, value $570,000.

    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 30,481 shares
    Change vs previous 13F -4,123 shares

    0.08% of the 13F portfolio, value $1,290,000.

    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 34,604 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,554,000.

    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).