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Disclosery

Clio Asset Management LLC: SPGI position timeline

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

Clio Asset Management LLC held 16,195 SPGI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,195 shares
    Change vs previous 13F +16,195 shares

    5.37% of the 13F portfolio, value $6,388,442.

    13F-HR 0001986196-26-000005 filed by Clio Asset Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -9,517 shares

    13F-HR 0001986196-26-000004 filed by Clio Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2026-03-31
    13F 9,517 shares
    Change vs previous 13F -3,548 shares

    3.39% of the 13F portfolio, value $4,047,961.

    13F-HR 0001986196-26-000002 filed by Clio Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,065 shares
    Change vs previous 13F -61 shares

    5.3% of the 13F portfolio, value $6,827,638.

    13F-HR 0001986196-26-000001 filed by Clio Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,126 shares
    Change vs previous 13F -59 shares

    4.74% of the 13F portfolio, value $6,388,555.

    13F-HR 0001986196-25-000006 filed by Clio Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 13,185 shares
    Change vs previous 13F -104 shares

    5.45% of the 13F portfolio, value $6,952,319.

    13F-HR 0001986196-25-000003 filed by Clio Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 13,289 shares
    Change vs previous 13F -650 shares

    5.37% of the 13F portfolio, value $6,752,141.

    13F-HR 0001986196-25-000002 filed by Clio Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 13,939 shares
    Change vs previous 13F not available

    5.12% of the 13F portfolio, value $6,942,040.

    13F-HR 0001986196-25-000001 filed by Clio Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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