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Disclosery

Summit Global Investments: SPDW position timeline

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

Summit Global Investments held 352,222 SPDW 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 352,222 shares
    Change vs previous 13F +23,231 shares

    0.97% of the 13F portfolio, value $17,748,000.

    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 328,991 shares
    Change vs previous 13F -740,072 shares

    0.89% of the 13F portfolio, value $15,018,000.

    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 1,069,063 shares
    Change vs previous 13F +327,436 shares

    2.81% of the 13F portfolio, value $47,477,000.

    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 741,627 shares
    Change vs previous 13F +106,031 shares

    1.85% of the 13F portfolio, value $31,734,000.

    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 635,596 shares
    Change vs previous 13F +108,560 shares

    1.52% of the 13F portfolio, value $25,735,000.

    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 527,036 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $19,189,000.

    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).