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Disclosery

Bogart Wealth, LLC: SPGI position timeline

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

Bogart Wealth, LLC held 36,690 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 36,690 shares
    Change vs previous 13F +1,197 shares

    0.51% of the 13F portfolio, value $14,942,436.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 35,493 shares
    Change vs previous 13F +805 shares

    0.58% of the 13F portfolio, value $15,096,426.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 34,688 shares
    Change vs previous 13F -1,589 shares

    0.73% of the 13F portfolio, value $18,127,594.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 36,277 shares
    Change vs previous 13F +10,102 shares

    0.72% of the 13F portfolio, value $17,656,154.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 26,175 shares
    Change vs previous 13F +1,017 shares

    0.59% of the 13F portfolio, value $13,801,838.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 25,158 shares
    Change vs previous 13F +6,790 shares

    0.6% of the 13F portfolio, value $12,782,566.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 18,368 shares
    Change vs previous 13F +1,370 shares

    0.43% of the 13F portfolio, value $9,147,963.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 16,998 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $8,781,614.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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