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Disclosery

AE Wealth Management LLC: SPGI position timeline

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

AE Wealth Management LLC held 11,128 SPGI 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 11,128 shares
    Change vs previous 13F -61,421 shares

    0.02% of the 13F portfolio, value $4,533,226.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 72,549 shares
    Change vs previous 13F +253 shares

    0.17% of the 13F portfolio, value $30,859,588.

    13F-HR 0001697723-26-000006 filed by AE Wealth 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 ended2025-12-31
    13F 72,296 shares
    Change vs previous 13F +1,460 shares

    0.22% of the 13F portfolio, value $37,782,843.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    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 70,836 shares
    Change vs previous 13F +1,288 shares

    0.22% of the 13F portfolio, value $34,476,966.

    13F-HR 0001697723-25-000007 filed by AE Wealth 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 ended2025-06-30
    13F 69,548 shares
    Change vs previous 13F +1,751 shares

    0.27% of the 13F portfolio, value $36,672,880.

    13F-HR 0001697723-25-000004 filed by AE Wealth 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 ended2025-03-31
    13F 67,797 shares
    Change vs previous 13F -4 shares

    0.29% of the 13F portfolio, value $34,448,722.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 67,801 shares
    Change vs previous 13F +2,048 shares

    0.29% of the 13F portfolio, value $33,767,031.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 65,753 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $33,968,766.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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