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EVERGREEN CAPITAL MANAGEMENT LLC: SPGI position timeline

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

EVERGREEN CAPITAL MANAGEMENT LLC held 2,808 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,808 shares
    Change vs previous 13F -2,757 shares

    0.02% of the 13F portfolio, value $1,143,587.

    13F-HR 0001172661-26-002761 filed by EVERGREEN CAPITAL MANAGEMENT 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 5,565 shares
    Change vs previous 13F +2,396 shares

    0.05% of the 13F portfolio, value $2,367,018.

    13F-HR 0001172661-26-001935 filed by EVERGREEN CAPITAL MANAGEMENT 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 3,169 shares
    Change vs previous 13F -1,013 shares

    0.04% of the 13F portfolio, value $1,656,089.

    13F-HR 0001172661-26-000334 filed by EVERGREEN CAPITAL 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 ended2025-09-30
    13F 4,182 shares
    Change vs previous 13F +437 shares

    0.05% of the 13F portfolio, value $2,035,422.

    13F-HR 0001172661-25-004467 filed by EVERGREEN CAPITAL 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 ended2025-06-30
    13F 3,745 shares
    Change vs previous 13F +811 shares

    0.06% of the 13F portfolio, value $1,974,702.

    13F-HR 0001172661-25-003310 filed by EVERGREEN CAPITAL 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 ended2025-03-31
    13F 2,934 shares
    Change vs previous 13F +118 shares

    0.05% of the 13F portfolio, value $1,490,766.

    13F-HR 0001172661-25-002001 filed by EVERGREEN CAPITAL 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 ended2024-12-31
    13F 2,816 shares
    Change vs previous 13F -12 shares

    0.05% of the 13F portfolio, value $1,402,453.

    13F-HR 0001172661-25-000819 filed by EVERGREEN CAPITAL 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 ended2024-09-30
    13F 2,828 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,461,003.

    13F-HR 0001172661-24-004877 filed by EVERGREEN CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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