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Disclosery

Summit Global Investments: PM position timeline

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

Summit Global Investments held 5,258 PM 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 5,258 shares
    Change vs previous 13F -2,816 shares

    0.05% of the 13F portfolio, value $951,000.

    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 8,074 shares
    Change vs previous 13F +897 shares

    0.08% of the 13F portfolio, value $1,335,000.

    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 7,177 shares
    Change vs previous 13F -3,966 shares

    0.07% of the 13F portfolio, value $1,151,000.

    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 11,143 shares
    Change vs previous 13F -1,657 shares

    0.11% of the 13F portfolio, value $1,807,000.

    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 12,800 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,331,000.

    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).