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Benchmark Investment Advisors LLC: SPGI position timeline

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

Benchmark Investment Advisors LLC held 638 SPGI shares at 2025-09-30 per its 13F-HR filed 2025-11-13.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 638 shares
    Change vs previous 13F -2,098 shares

    0.18% of the 13F portfolio, value $310,564.

    13F-HR 0001104659-25-111202 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 2,736 shares
    Change vs previous 13F +2,145 shares

    0.9% of the 13F portfolio, value $1,390,092.

    13F-HR 0001104659-25-049175 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 591 shares
    Change vs previous 13F -5 shares

    0.19% of the 13F portfolio, value $294,392.

    13F-HR 0001104659-25-012608 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 596 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $308,038.

    13F-HR 0001104659-24-117601 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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