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Asset Advisors Investment Management, LLC: SPGI position timeline

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

Asset Advisors Investment Management, LLC held 0 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -7,005 shares

    13F-HR 0001756695-26-000003 filed by Asset Advisors Investment 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 ended2026-03-31
    13F 7,005 shares
    Change vs previous 13F +792 shares

    0.28% of the 13F portfolio, value $2,979,507.

    13F-HR 0001756695-26-000002 filed by Asset Advisors Investment 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 6,213 shares
    Change vs previous 13F +151 shares

    0.3% of the 13F portfolio, value $3,246,852.

    13F-HR 0001756695-26-000001 filed by Asset Advisors Investment 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 6,062 shares
    Change vs previous 13F +1,864 shares

    0.28% of the 13F portfolio, value $2,950,436.

    13F-HR 0001756695-25-000009 filed by Asset Advisors Investment 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 4,198 shares
    Change vs previous 13F +932 shares

    0.22% of the 13F portfolio, value $2,213,563.

    13F-HR 0001756695-25-000006 filed by Asset Advisors Investment 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 3,266 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,659,455.

    13F-HR 0001756695-25-000005 filed by Asset Advisors Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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