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Disclosery

Ballentine Partners, LLC: SPGI position timeline

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

Ballentine Partners, LLC held 6,478 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,478 shares
    Change vs previous 13F -309 shares

    0.03% of the 13F portfolio, value $2,638,122.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 6,787 shares
    Change vs previous 13F +460 shares

    0.04% of the 13F portfolio, value $2,887,095.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 6,327 shares
    Change vs previous 13F -1,142 shares

    0.05% of the 13F portfolio, value $3,306,289.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 7,469 shares
    Change vs previous 13F +119 shares

    0.05% of the 13F portfolio, value $3,635,109.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 7,350 shares
    Change vs previous 13F -312 shares

    0.06% of the 13F portfolio, value $3,875,442.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 7,662 shares
    Change vs previous 13F +952 shares

    0.07% of the 13F portfolio, value $3,892,928.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 6,710 shares
    Change vs previous 13F -20 shares

    0.06% of the 13F portfolio, value $3,341,649.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 6,730 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,476,716.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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