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Disclosery

Summit Global Investments: VTIP position timeline

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

Summit Global Investments held 200,465 VTIP 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 200,465 shares
    Change vs previous 13F +11,937 shares

    0.55% of the 13F portfolio, value $10,069,000.

    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 188,528 shares
    Change vs previous 13F +136,624 shares

    0.56% of the 13F portfolio, value $9,417,000.

    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 51,904 shares
    Change vs previous 13F +2,692 shares

    0.15% of the 13F portfolio, value $2,567,000.

    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 49,212 shares
    Change vs previous 13F +732 shares

    0.15% of the 13F portfolio, value $2,492,000.

    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 48,480 shares
    Change vs previous 13F +1,868 shares

    0.14% of the 13F portfolio, value $2,437,000.

    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 46,612 shares
    Change vs previous 13F +24,253 shares

    0.17% of the 13F portfolio, value $2,326,000.

    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 22,359 shares
    Change vs previous 13F -134 shares

    0.07% of the 13F portfolio, value $1,083,000.

    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 22,493 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,109,000.

    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).