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Aptus Capital Advisors, LLC: SPGI position timeline

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

Aptus Capital Advisors, LLC held 11,039 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,039 shares
    Change vs previous 13F -12,504 shares

    0.03% of the 13F portfolio, value $4,495,743.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 23,543 shares
    Change vs previous 13F +12,546 shares

    0.08% of the 13F portfolio, value $10,013,790.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 10,997 shares
    Change vs previous 13F +1,103 shares

    0.05% of the 13F portfolio, value $5,746,935.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 9,894 shares
    Change vs previous 13F +1,194 shares

    0.04% of the 13F portfolio, value $4,815,521.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 8,700 shares
    Change vs previous 13F +3,308 shares

    0.05% of the 13F portfolio, value $4,587,564.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 5,392 shares
    Change vs previous 13F +1,432 shares

    0.03% of the 13F portfolio, value $2,739,466.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 3,960 shares
    Change vs previous 13F +739 shares

    0.02% of the 13F portfolio, value $1,972,201.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 3,221 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,664,033.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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