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Disclosery

Summit Global Investments: SPEM position timeline

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

Summit Global Investments held 227,854 SPEM 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 227,854 shares
    Change vs previous 13F +16,520 shares

    0.64% of the 13F portfolio, value $11,798,000.

    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 211,334 shares
    Change vs previous 13F -275,606 shares

    0.58% of the 13F portfolio, value $9,914,000.

    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 486,940 shares
    Change vs previous 13F +148,516 shares

    1.35% of the 13F portfolio, value $22,794,000.

    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 338,424 shares
    Change vs previous 13F +43,004 shares

    0.93% of the 13F portfolio, value $15,842,000.

    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 295,420 shares
    Change vs previous 13F +53,556 shares

    0.74% of the 13F portfolio, value $12,626,000.

    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 241,864 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $9,522,000.

    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).