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Disclosery

BAILARD, INC.: SPGI position timeline

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

BAILARD, INC. held 31,329 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,329 shares
    Change vs previous 13F -441 shares

    0.26% of the 13F portfolio, value $12,759,049.

    13F-HR 0001172661-26-002958 filed by BAILARD, INC.
    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 31,770 shares
    Change vs previous 13F +22 shares

    0.31% of the 13F portfolio, value $13,513,052.

    13F-HR 0001172661-26-001642 filed by BAILARD, INC.
    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 31,748 shares
    Change vs previous 13F +376 shares

    0.37% of the 13F portfolio, value $16,591,187.

    13F-HR 0001172661-26-000466 filed by BAILARD, INC.
    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 31,372 shares
    Change vs previous 13F +691 shares

    0.33% of the 13F portfolio, value $15,269,066.

    13F-HR 0001172661-25-004491 filed by BAILARD, INC.
    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 30,681 shares
    Change vs previous 13F +661 shares

    0.38% of the 13F portfolio, value $16,177,784.

    13F-HR 0001172661-25-002963 filed by BAILARD, INC.
    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 30,020 shares
    Change vs previous 13F +153 shares

    0.39% of the 13F portfolio, value $15,253,162.

    13F-HR 0001172661-25-001565 filed by BAILARD, INC.
    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 29,867 shares
    Change vs previous 13F +87 shares

    0.38% of the 13F portfolio, value $14,874,662.

    13F-HR 0001172661-25-000513 filed by BAILARD, INC.
    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 29,780 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $15,384,944.

    13F-HR 0001172661-24-004423 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

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