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EP Wealth Advisors, LLC: SPGI position timeline

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

EP Wealth Advisors, LLC held 94,505 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,505 shares
    Change vs previous 13F -37,628 shares

    0.15% of the 13F portfolio, value $38,488,245.

    13F-HR 0001398344-26-014114 filed by EP Wealth 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 132,133 shares
    Change vs previous 13F +3,182 shares

    0.28% of the 13F portfolio, value $56,201,297.

    13F-HR 0001398344-26-009125 filed by EP Wealth 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 128,951 shares
    Change vs previous 13F +6,675 shares

    0.35% of the 13F portfolio, value $67,388,488.

    13F-HR 0001398344-26-003327 filed by EP Wealth 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 ended2025-06-30
    13F 122,276 shares
    Change vs previous 13F +12,531 shares

    0.42% of the 13F portfolio, value $64,475,070.

    13F-HR 0001398344-25-015642 filed by EP Wealth 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 ended2025-03-31
    13F 109,745 shares
    Change vs previous 13F +998 shares

    0.45% of the 13F portfolio, value $55,761,290.

    13F-HR 0001398344-25-009656 filed by EP Wealth 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 ended2024-12-31
    13F 108,747 shares
    Change vs previous 13F -1,040 shares

    0.44% of the 13F portfolio, value $54,159,403.

    13F-HR 0001398344-25-002748 filed by EP Wealth 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 ended2024-09-30
    13F 109,787 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $56,718,220.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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