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Certified Advisory Corp: SPGI position timeline

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

Certified Advisory Corp held 5,152 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,152 shares
    Change vs previous 13F -379 shares

    0.17% of the 13F portfolio, value $2,098,309.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 5,531 shares
    Change vs previous 13F -155 shares

    0.21% of the 13F portfolio, value $2,352,675.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 5,686 shares
    Change vs previous 13F -215 shares

    0.27% of the 13F portfolio, value $2,971,322.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 5,901 shares
    Change vs previous 13F -262 shares

    0.27% of the 13F portfolio, value $2,871,857.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 6,163 shares
    Change vs previous 13F -77 shares

    0.34% of the 13F portfolio, value $3,249,541.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 6,240 shares
    Change vs previous 13F -74 shares

    0.36% of the 13F portfolio, value $3,170,750.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 6,314 shares
    Change vs previous 13F -26 shares

    0.34% of the 13F portfolio, value $3,144,536.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 6,340 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,275,230.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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