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Disclosery

Summit Global Investments: PEP position timeline

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

Summit Global Investments held 38,932 PEP 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 38,932 shares
    Change vs previous 13F -21,778 shares

    0.29% of the 13F portfolio, value $5,271,000.

    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 60,710 shares
    Change vs previous 13F -15,526 shares

    0.56% of the 13F portfolio, value $9,428,000.

    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 76,236 shares
    Change vs previous 13F -42,963 shares

    0.65% of the 13F portfolio, value $10,941,000.

    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 119,199 shares
    Change vs previous 13F +11,685 shares

    0.98% of the 13F portfolio, value $16,740,000.

    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 107,514 shares
    Change vs previous 13F +60,356 shares

    0.84% of the 13F portfolio, value $14,196,000.

    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 47,158 shares
    Change vs previous 13F +43,719 shares

    0.51% of the 13F portfolio, value $7,071,000.

    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 3,439 shares
    Change vs previous 13F -9,830 shares

    0.03% of the 13F portfolio, value $523,000.

    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 13,269 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,256,000.

    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).