Cassaday & Co Wealth Management LLC: SPGI position timeline

Cassaday & Co Wealth Management LLC held 1,126 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,126 shares

   Change vs previous 13F -178 shares

   0.01% of the 13F portfolio, value $458,575.

   13F-HR 0001963612-26-000004 filed by Cassaday & Co Wealth Management LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,304 shares

   Change vs previous 13F -35 shares

   0.01% of the 13F portfolio, value $554,677.

   13F-HR 0001963612-26-000002 filed by Cassaday & Co Wealth Management LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,339 shares

   Change vs previous 13F +6 shares

   0.01% of the 13F portfolio, value $699,956.

   13F-HR 0001963612-26-000001 filed by Cassaday & Co Wealth Management LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,333 shares

   Change vs previous 13F -35 shares

   0.01% of the 13F portfolio, value $648,915.

   13F-HR 0001963612-25-000002 filed by Cassaday & Co Wealth Management LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,368 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $721,541.

   13F-HR 0001765380-25-000286 filed by Cassaday & Co Wealth Management LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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