Skip to content
Disclosery

Aureus Asset Management, LLC: SPGI position timeline

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

Aureus Asset Management, LLC held 85,032 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,032 shares
    Change vs previous 13F -4,018 shares

    2.1% of the 13F portfolio, value $34,630,527.

    13F-HR 0001398344-26-014481 filed by Aureus Asset 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 89,050 shares
    Change vs previous 13F +16,893 shares

    2.52% of the 13F portfolio, value $37,876,475.

    13F-HR 0001381296-26-000002 filed by Aureus Asset 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 72,157 shares
    Change vs previous 13F +3,935 shares

    2.4% of the 13F portfolio, value $37,708,415.

    13F-HR 0001381296-26-000001 filed by Aureus Asset 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 68,222 shares
    Change vs previous 13F -877 shares

    2.16% of the 13F portfolio, value $33,204,198.

    13F-HR 0001381296-25-000005 filed by Aureus Asset 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 69,099 shares
    Change vs previous 13F -1,103 shares

    2.33% of the 13F portfolio, value $36,435,042.

    13F-HR 0001381296-25-000003 filed by Aureus Asset 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 70,202 shares
    Change vs previous 13F -489 shares

    2.5% of the 13F portfolio, value $35,669,445.

    13F-HR 0001381296-25-000002 filed by Aureus Asset 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 70,691 shares
    Change vs previous 13F -323 shares

    2.27% of the 13F portfolio, value $35,206,022.

    13F-HR 0001381296-25-000001 filed by Aureus Asset 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 71,014 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $36,687,001.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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