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Disclosery

Summit Global Investments: USDX position timeline

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

Summit Global Investments held 8,719,186 USDX 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 8,719,186 shares
    Change vs previous 13F -1,118,518 shares

    12.14% of the 13F portfolio, value $222,232,000.

    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 9,837,704 shares
    Change vs previous 13F -2,126,507 shares

    14.89% of the 13F portfolio, value $252,376,000.

    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 11,964,211 shares
    Change vs previous 13F +232,117 shares

    18.12% of the 13F portfolio, value $306,493,000.

    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 11,732,094 shares
    Change vs previous 13F -5,688,970 shares

    17.68% of the 13F portfolio, value $302,747,000.

    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 17,421,064 shares
    Change vs previous 13F +4,302,619 shares

    26.35% of the 13F portfolio, value $446,900,000.

    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 13,118,445 shares
    Change vs previous 13F +7,287,558 shares

    24.52% of the 13F portfolio, value $336,750,000.

    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 5,830,887 shares
    Change vs previous 13F +660,739 shares

    9.32% of the 13F portfolio, value $149,037,000.

    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 5,170,148 shares
    Change vs previous 13F not available

    8.58% of the 13F portfolio, value $134,527,000.

    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).