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Disclosery

D.A. DAVIDSON & CO.: SPGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on SPGI, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 198,999 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,999 shares
    Change vs previous 13F +2,414 shares

    0.45% of the 13F portfolio, value $81,044,361.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 196,585 shares
    Change vs previous 13F +20,303 shares

    0.51% of the 13F portfolio, value $83,615,630.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 176,282 shares
    Change vs previous 13F +1,765 shares

    0.56% of the 13F portfolio, value $92,123,388.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 174,517 shares
    Change vs previous 13F +7,258 shares

    0.54% of the 13F portfolio, value $84,939,619.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 167,259 shares
    Change vs previous 13F +56,747 shares

    0.62% of the 13F portfolio, value $88,194,051.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 110,512 shares
    Change vs previous 13F -730 shares

    0.45% of the 13F portfolio, value $56,151,639.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 111,242 shares
    Change vs previous 13F -437 shares

    0.45% of the 13F portfolio, value $55,401,896.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 111,679 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $57,695,765.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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