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Disclosery

Summit Global Investments: WDS position timeline

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

Summit Global Investments held 19,872 WDS 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 19,872 shares
    Change vs previous 13F +1,059 shares

    0.02% of the 13F portfolio, value $384,000.

    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 18,813 shares
    Change vs previous 13F -3,389 shares

    0.03% of the 13F portfolio, value $449,000.

    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 22,202 shares
    Change vs previous 13F -26,074 shares

    0.02% of the 13F portfolio, value $346,000.

    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 48,276 shares
    Change vs previous 13F +3,323 shares

    0.04% of the 13F portfolio, value $727,000.

    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 44,953 shares
    Change vs previous 13F -46,979 shares

    0.04% of the 13F portfolio, value $694,000.

    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 91,932 shares
    Change vs previous 13F -248,353 shares

    0.1% of the 13F portfolio, value $1,332,000.

    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 340,285 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $5,308,000.

    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).