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Disclosery

Baron Wealth Management LLC: SPGI position timeline

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

Baron Wealth Management LLC held 2,046 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,046 shares
    Change vs previous 13F +186 shares

    0.22% of the 13F portfolio, value $833,414.

    13F-HR 0001968507-26-000006 filed by Baron Wealth 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 1,860 shares
    Change vs previous 13F +12 shares

    0.24% of the 13F portfolio, value $791,293.

    13F-HR 0001968507-26-000004 filed by Baron Wealth 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 1,848 shares
    Change vs previous 13F -61 shares

    0.3% of the 13F portfolio, value $965,907.

    13F-HR 0001968507-26-000003 filed by Baron Wealth 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 1,909 shares
    Change vs previous 13F -266 shares

    0.31% of the 13F portfolio, value $929,250.

    13F-HR 0001968507-25-000007 filed by Baron Wealth 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 2,175 shares
    Change vs previous 13F +44 shares

    0.41% of the 13F portfolio, value $1,146,958.

    13F-HR 0001968507-25-000006 filed by Baron Wealth 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 2,131 shares
    Change vs previous 13F +88 shares

    0.48% of the 13F portfolio, value $1,082,831.

    13F-HR 0001968507-25-000004 filed by Baron Wealth 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 2,043 shares
    Change vs previous 13F +55 shares

    0.48% of the 13F portfolio, value $1,017,530.

    13F-HR 0001968507-25-000001 filed by Baron Wealth 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 1,988 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,027,084.

    13F-HR 0001968507-24-000005 filed by Baron Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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