DAVIS-REA LTD.: SPGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVIS-REA LTD. on SPGI, newest first. How the timeline and the estimate are built.

DAVIS-REA LTD. held 10,266 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 10,266 shares
Change vs previous 13F +365 shares
1.19% of the 13F portfolio, value $4,180,931.
13F-HR 0001193125-26-331710 filed by DAVIS-REA LTD.
Filed 2026-08-04 (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).
period ended2026-03-31
13F 9,901 shares
Change vs previous 13F +940 shares
1.1% of the 13F portfolio, value $4,211,291.
13F-HR 0001193125-26-194528 filed by DAVIS-REA LTD.
Filed 2026-04-30 (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).
period ended2025-12-31
13F 8,961 shares
Change vs previous 13F +99 shares
1.17% of the 13F portfolio, value $4,682,929.
13F-HR 0001193125-26-027172 filed by DAVIS-REA LTD.
Filed 2026-01-28 (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).
period ended2025-09-30
13F 8,862 shares
Change vs previous 13F -394 shares
1.05% of the 13F portfolio, value $4,313,224.
13F-HR 0001193125-25-252871 filed by DAVIS-REA LTD.
Filed 2025-10-28 (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).
period ended2025-06-30
13F 9,256 shares
Change vs previous 13F -47 shares
1.21% of the 13F portfolio, value $4,880,596.
13F-HR 0000950123-25-006585 filed by DAVIS-REA LTD.
Filed 2025-07-24 (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).
period ended2025-03-31
13F 9,303 shares
Change vs previous 13F not available
1.26% of the 13F portfolio, value $4,726,854.
13F-HR 0000950123-25-004101 filed by DAVIS-REA LTD.
Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).