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CAPTRUST FINANCIAL ADVISORS: SPGI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 69,661 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,661 shares
    Change vs previous 13F +26,801 shares

    0.04% of the 13F portfolio, value $28,369,973.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 42,860 shares
    Change vs previous 13F +10,288 shares

    0.03% of the 13F portfolio, value $18,227,003.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 32,572 shares
    Change vs previous 13F +1,540 shares

    0.03% of the 13F portfolio, value $17,022,048.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 31,032 shares
    Change vs previous 13F +484 shares

    0.03% of the 13F portfolio, value $15,103,357.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 30,548 shares
    Change vs previous 13F -815 shares

    0.04% of the 13F portfolio, value $16,107,729.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 31,363 shares
    Change vs previous 13F +8,932 shares

    0.04% of the 13F portfolio, value $15,935,782.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 22,431 shares
    Change vs previous 13F +657 shares

    0.03% of the 13F portfolio, value $11,171,193.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 21,774 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,248,688.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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