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Disclosery

Clearstead Advisors, LLC: SPGI position timeline

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

Clearstead Advisors, LLC held 9,992 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,992 shares
    Change vs previous 13F -2,444 shares

    0.04% of the 13F portfolio, value $4,069,327.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 12,436 shares
    Change vs previous 13F -636 shares

    0.05% of the 13F portfolio, value $5,289,871.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 13,072 shares
    Change vs previous 13F +166 shares

    0.09% of the 13F portfolio, value $6,831,289.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 12,906 shares
    Change vs previous 13F -3,739 shares

    0.09% of the 13F portfolio, value $6,281,710.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 16,645 shares
    Change vs previous 13F +839 shares

    0.12% of the 13F portfolio, value $8,776,851.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 15,806 shares
    Change vs previous 13F +3,193 shares

    0.12% of the 13F portfolio, value $8,030,992.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 12,613 shares
    Change vs previous 13F -88 shares

    0.1% of the 13F portfolio, value $6,281,895.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 12,701 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,561,566.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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