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Disclosery

Summit Global Investments: WF position timeline

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

Summit Global Investments held 5,588 WF 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 5,588 shares
    Change vs previous 13F -101 shares

    0.02% of the 13F portfolio, value $321,000.

    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 5,689 shares
    Change vs previous 13F +1,093 shares

    0.02% of the 13F portfolio, value $379,000.

    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 4,596 shares
    Change vs previous 13F +4,596 shares

    0.02% of the 13F portfolio, value $270,000.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -27,077 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-09-30
    13F 27,077 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $967,000.

    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).