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DELTA ASSET MANAGEMENT LLC/TN: SPGI position timeline

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

DELTA ASSET MANAGEMENT LLC/TN held 126,133 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,133 shares
    Change vs previous 13F -33 shares

    4.44% of the 13F portfolio, value $51,368,926.

    13F-HR 0000860857-26-000004 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 126,166 shares
    Change vs previous 13F +2,130 shares

    4.89% of the 13F portfolio, value $53,663,446.

    13F-HR 0000860857-26-000002 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 124,036 shares
    Change vs previous 13F -1,343 shares

    5.57% of the 13F portfolio, value $64,819,973.

    13F-HR 0000860857-26-000001 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 125,379 shares
    Change vs previous 13F -511 shares

    5.18% of the 13F portfolio, value $61,023,213.

    13F-HR 0000860857-25-000003 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 125,890 shares
    Change vs previous 13F -384 shares

    5.77% of the 13F portfolio, value $66,380,538.

    13F-HR 0001855205-25-000037 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 126,274 shares
    Change vs previous 13F -3,003 shares

    6.09% of the 13F portfolio, value $64,159,819.

    13F-HR 0001855205-25-000021 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 129,277 shares
    Change vs previous 13F -2,313 shares

    5.76% of the 13F portfolio, value $64,383,824.

    13F-HR 0001855205-25-000010 filed by DELTA ASSET MANAGEMENT LLC/TN
    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 131,590 shares
    Change vs previous 13F not available

    5.86% of the 13F portfolio, value $67,982,026.

    13F-HR 0001855205-24-000051 filed by DELTA ASSET MANAGEMENT LLC/TN
    Filed (acceptance time not in the bulk data set), ingested

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