Forvis Mazars Wealth Advisors, LLC: SPGI position timeline

Forvis Mazars Wealth Advisors, LLC held 0 SPGI shares at 2025-12-31 per its 13F-HR filed 2026-02-10.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -1,341 shares

   13F-HR 0001352864-26-000001 filed by Forvis Mazars Wealth Advisors, LLC
   Filed 2026-02-10 (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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 1,341 shares

   Change vs previous 13F -140 shares

   0.01% of the 13F portfolio, value $652,679.

   13F-HR 0001352864-25-000006 filed by Forvis Mazars Wealth Advisors, LLC
   Filed 2025-10-30 (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).

3. period ended2025-06-30

   13F 1,481 shares

   Change vs previous 13F +16 shares

   0.02% of the 13F portfolio, value $780,917.

   13F-HR 0001085146-25-004245 filed by Forvis Mazars Wealth Advisors, LLC
   Filed 2025-07-29 (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).

4. period ended2025-03-31

   13F 1,465 shares

   Change vs previous 13F -7 shares

   0.02% of the 13F portfolio, value $744,367.

   13F-HR 0001085146-25-003049 filed by Forvis Mazars Wealth Advisors, LLC
   Filed 2025-05-13 (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).

5. period ended2024-12-31

   13F 1,472 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $733,101.

   13F-HR 0001085146-25-000729 filed by Forvis Mazars Wealth Advisors, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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