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Baker Avenue Asset Management, LP: SPGI position timeline

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

Baker Avenue Asset Management, LP held 3,627 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,627 shares
    Change vs previous 13F +30 shares

    0.03% of the 13F portfolio, value $1,476,991.

    13F-HR 0001432529-26-000009 filed by Baker Avenue Asset Management, LP
    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 3,597 shares
    Change vs previous 13F +1,314 shares

    0.03% of the 13F portfolio, value $1,529,738.

    13F-HR 0001432529-26-000007 filed by Baker Avenue Asset Management, LP
    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 2,283 shares
    Change vs previous 13F +70 shares

    0.03% of the 13F portfolio, value $1,192,815.

    13F-HR 0001432529-26-000005 filed by Baker Avenue Asset Management, LP
    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 2,213 shares
    Change vs previous 13F -124 shares

    0.03% of the 13F portfolio, value $1,077,100.

    13F-HR 0001432529-25-000011 filed by Baker Avenue Asset Management, LP
    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 2,337 shares
    Change vs previous 13F -225 shares

    0.04% of the 13F portfolio, value $1,232,361.

    13F-HR 0001432529-25-000008 filed by Baker Avenue Asset Management, LP
    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 2,562 shares
    Change vs previous 13F +160 shares

    0.04% of the 13F portfolio, value $1,301,848.

    13F-HR 0001432529-25-000006 filed by Baker Avenue Asset Management, LP
    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 2,402 shares
    Change vs previous 13F +87 shares

    0.04% of the 13F portfolio, value $1,196,088.

    13F-HR 0001432529-25-000005 filed by Baker Avenue Asset Management, LP
    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 2,315 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,195,847.

    13F-HR 0001432529-24-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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