Summit Global InvestmentsCoreConcentrated trader

CIK: 0001697953 | BOUNTIFUL, UT

Q2 2026 vs Q3 2026 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	516	$402.1M	2026-10-28	SEC ↗
Q2 2026	13F-HR	523	$1.1B	2026-08-03	SEC ↗
Q1 2026	13F-HR	483	$196.2M	2026-05-07	SEC ↗
Q4 2025	13F-HR	476	$172.6M	2026-02-18	SEC ↗
Q3 2025	13F-HR	462	$142.8M	2025-11-03	SEC ↗
Q2 2025	13F-HR	458	$113.8M	2025-08-12	SEC ↗
Q1 2025	13F-HR	426	$71.8M	2025-04-07	SEC ↗
Q4 2024	13F-HR	519	$109.2M	2025-02-11	SEC ↗
Q3 2024	13F-HR	494	$121.7M	2024-10-31	SEC ↗
Q2 2024	13F-HR	488	$123.1M	2024-07-22	SEC ↗
Q1 2024	13F-HR	492	$115.7M	2024-04-29	SEC ↗
Q4 2023	13F-HR	502	$125.4M	2024-02-06	SEC ↗
Q3 2023	13F-HR	501	$110.0M	2023-10-16	SEC ↗
Q2 2023	13F-HR	517	$107.7M	2023-07-19	SEC ↗
Q1 2023	13F-HR	495	$78.9M	2023-05-04	SEC ↗
Q4 2022	13F-HR	454	$70.7M	2023-01-31	SEC ↗
Q3 2022	13F-HR	454	$61.8M	2022-11-14	SEC ↗
Q2 2022	13F-HR	452	$65.6M	2022-08-23	SEC ↗
Q1 2022	13F-HR	463	$85.1M	2022-04-29	SEC ↗
Q4 2021	13F-HR	535	$120.7M	2022-02-14	SEC ↗
Q3 2021	13F-HR	463	$103.1M	2021-11-08	SEC ↗
Q2 2021	13F-HR	558	$90.7M	2022-01-28	SEC ↗
Q1 2021	13F-HR	554	$84.4M	2022-01-27	SEC ↗
Q4 2020	13F-HR	255	$83.1M	2021-02-11	SEC ↗
Q3 2020	13F-HR	248	$93.0M	2020-11-16	SEC ↗
Q2 2020	13F-HR	234	$80.2M	2020-08-11	SEC ↗
Q1 2020	13F-HR	215	$44.2M	2020-05-14	SEC ↗
Q4 2019	13F-HR	265	$56.9M	2020-02-13	SEC ↗
Q3 2019	13F-HR	269	$52.7M	2019-11-08	SEC ↗
Q2 2019	13F-HR	281	$59.8M	2019-08-16	SEC ↗
Q1 2019	13F-HR	277	$51.2M	2019-05-14	SEC ↗
Q4 2018	13F-HR	251	$27.1M	2019-02-08	SEC ↗
Q3 2018	13F-HR	254	$30.0M	2018-11-15	SEC ↗
Q2 2018	13F-HR	253	$26.0M	2018-08-10	SEC ↗
Q1 2018	13F-HR	264	$43.0M	2018-05-03	SEC ↗
Q4 2017	13F-HR	253	$44.7M	2018-02-14	SEC ↗
Q3 2017	13F-HR	230	$19.8M	2017-11-14	SEC ↗
Q2 2017	13F-HR	235	$10.7M	2017-08-10	SEC ↗
Q1 2017	13F-HR	232	$307.2M	2017-05-17	SEC ↗
Q4 2016	13F-HR	209	$3.6M	2017-02-15	SEC ↗