Summit Global Investments
Holdings in UPBD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $687,280 | 39,139 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $974,997 | 41,261 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $1,057,663 | 42,138 | Shares | Sole | 2025-08-12 |
| 2024-09-30 | $1,215,524 | 37,997 | Shares | Sole | 2024-10-31 |
| 2020-06-30 | $417,300 | 15,000 | Shares | Sole | 2020-08-11 |