Skip to content
Disclosery

Financial & Tax Architects, LLC: SPGI position timeline

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

Financial & Tax Architects, LLC held 16,702 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 16,702 shares
    Change vs previous 13F +1,006 shares

    1.43% of the 13F portfolio, value $6,802,070.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 15,696 shares
    Change vs previous 13F +1,020 shares

    1.49% of the 13F portfolio, value $6,676,345.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 14,676 shares
    Change vs previous 13F +100 shares

    1.72% of the 13F portfolio, value $7,669,546.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, 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 14,576 shares
    Change vs previous 13F +539 shares

    1.57% of the 13F portfolio, value $7,094,109.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, 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 14,037 shares
    Change vs previous 13F +46 shares

    1.8% of the 13F portfolio, value $7,401,326.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, 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 13,991 shares
    Change vs previous 13F +2 shares

    1.78% of the 13F portfolio, value $7,108,808.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, 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 13,989 shares
    Change vs previous 13F +561 shares

    1.77% of the 13F portfolio, value $6,967,116.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, 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 13,428 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $6,937,072.

    13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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