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Disclosery

Summit Global Investments: WM position timeline

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

Summit Global Investments held 994 WM 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 994 shares
    Change vs previous 13F -59 shares

    0.01% of the 13F portfolio, value $221,000.

    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 1,053 shares
    Change vs previous 13F -11,575 shares

    0.01% of the 13F portfolio, value $242,000.

    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 12,628 shares
    Change vs previous 13F -8,188 shares

    0.16% of the 13F portfolio, value $2,775,000.

    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 20,816 shares
    Change vs previous 13F -6,903 shares

    0.27% of the 13F portfolio, value $4,597,000.

    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 27,719 shares
    Change vs previous 13F -77 shares

    0.37% of the 13F portfolio, value $6,343,000.

    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 27,796 shares
    Change vs previous 13F -3,061 shares

    0.47% of the 13F portfolio, value $6,435,000.

    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 30,857 shares
    Change vs previous 13F -510 shares

    0.39% of the 13F portfolio, value $6,227,000.

    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 31,367 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $6,512,000.

    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).