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GDS Wealth Management: SPGI position timeline

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

GDS Wealth Management held 41,825 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,825 shares
    Change vs previous 13F +4,265 shares

    0.81% of the 13F portfolio, value $17,033,681.

    13F-HR 0001940869-26-000003 filed by GDS Wealth Management
    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 37,560 shares
    Change vs previous 13F +2,920 shares

    0.96% of the 13F portfolio, value $15,975,770.

    13F-HR 0001940869-26-000002 filed by GDS Wealth Management
    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 34,640 shares
    Change vs previous 13F +1,325 shares

    1.13% of the 13F portfolio, value $18,102,518.

    13F-HR 0001940869-26-000001 filed by GDS Wealth Management
    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 33,315 shares
    Change vs previous 13F +1,279 shares

    1.07% of the 13F portfolio, value $16,214,744.

    13F-HR 0001940869-25-000003 filed by GDS Wealth Management
    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 32,036 shares
    Change vs previous 13F +1,228 shares

    1.23% of the 13F portfolio, value $16,892,262.

    13F-HR 0001221073-25-000074 filed by GDS Wealth Management
    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 30,808 shares
    Change vs previous 13F +1,753 shares

    1.33% of the 13F portfolio, value $15,653,545.

    13F-HR 0001221073-25-000055 filed by GDS Wealth Management
    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 29,055 shares
    Change vs previous 13F +1,697 shares

    1.32% of the 13F portfolio, value $14,470,262.

    13F-HR 0001221073-25-000013 filed by GDS Wealth Management
    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 27,358 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $14,133,690.

    13F-HR 0001221073-24-000097 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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