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Disclosery

Advanced Portfolio Management, LLC: SPGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advanced Portfolio Management, LLC on SPGI, newest first. How the timeline and the estimate are built.

Advanced Portfolio Management, LLC held 0 SPGI shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -36 shares

    13F-HR 0001940461-26-000002 filed by Advanced Portfolio Management, LLC
    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.

  2. period ended2025-09-30
    13F 36 shares
    Change vs previous 13F +36 shares

    0.05% of the 13F portfolio, value $17,522.

    13F-HR 0001940461-25-000010 filed by Advanced Portfolio Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,572 shares

    13F-HR 0001940461-25-000002 filed by Advanced Portfolio Management, LLC
    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.

  4. period ended2024-09-30
    13F 2,572 shares
    Change vs previous 13F -2,229 shares

    1.37% of the 13F portfolio, value $1,328,747.

    13F-HR 0001940461-24-000007 filed by Advanced Portfolio Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 4,801 shares
    Change vs previous 13F 0 shares

    1.41% of the 13F portfolio, value $2,141,246.

    13F-HR 0001940461-24-000005 filed by Advanced Portfolio Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 4,801 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $2,042,585.

    13F-HR 0001940461-24-000003 filed by Advanced Portfolio Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).