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Arkadios Wealth Advisors: SPGI position timeline

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

Arkadios Wealth Advisors held 5,614 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,614 shares
    Change vs previous 13F -3,659 shares

    0.04% of the 13F portfolio, value $2,286,107.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 9,273 shares
    Change vs previous 13F -68 shares

    0.07% of the 13F portfolio, value $3,944,049.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 9,341 shares
    Change vs previous 13F +1,402 shares

    0.1% of the 13F portfolio, value $4,881,164.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 7,939 shares
    Change vs previous 13F +2,847 shares

    0.09% of the 13F portfolio, value $3,863,783.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 5,092 shares
    Change vs previous 13F +1,636 shares

    0.08% of the 13F portfolio, value $2,685,353.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 3,456 shares
    Change vs previous 13F +1,357 shares

    0.07% of the 13F portfolio, value $1,756,067.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 2,099 shares
    Change vs previous 13F +4 shares

    0.06% of the 13F portfolio, value $1,045,480.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 2,095 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,082,153.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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