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Berkeley, Inc: SPGI position timeline

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

Berkeley, Inc held 20,679 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,679 shares
    Change vs previous 13F +442 shares

    2.64% of the 13F portfolio, value $8,421,870.

    13F-HR 0002051965-26-000003 filed by Berkeley, 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 20,237 shares
    Change vs previous 13F +988 shares

    2.89% of the 13F portfolio, value $8,607,781.

    13F-HR 0002051965-26-000002 filed by Berkeley, 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 19,249 shares
    Change vs previous 13F +2,391 shares

    3.2% of the 13F portfolio, value $10,059,434.

    13F-HR 0002051965-26-000001 filed by Berkeley, 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 16,858 shares
    Change vs previous 13F +1,787 shares

    2.64% of the 13F portfolio, value $8,205,074.

    13F-HR 0002051965-25-000002 filed by Berkeley, 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 15,071 shares
    Change vs previous 13F +6,175 shares

    2.85% of the 13F portfolio, value $7,946,788.

    13F-HR 0001085146-25-004782 filed by Berkeley, 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 8,896 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $4,520,099.

    13F-HR 0001085146-25-002529 filed by Berkeley, Inc
    Filed (acceptance time not in the bulk data set), ingested

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