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GeoWealth Management, LLC: SPGI position timeline

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

GeoWealth Management, LLC held 6,436 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,436 shares
    Change vs previous 13F +1,169 shares

    0.08% of the 13F portfolio, value $2,621,100.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 5,267 shares
    Change vs previous 13F -251 shares

    0.08% of the 13F portfolio, value $2,240,051.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 5,518 shares
    Change vs previous 13F -375 shares

    0.11% of the 13F portfolio, value $2,883,575.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 5,893 shares
    Change vs previous 13F +3,526 shares

    0.1% of the 13F portfolio, value $2,868,169.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 2,367 shares
    Change vs previous 13F -1,171 shares

    0.05% of the 13F portfolio, value $1,248,095.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 3,538 shares
    Change vs previous 13F -1,057 shares

    0.07% of the 13F portfolio, value $1,797,657.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 4,595 shares
    Change vs previous 13F +578 shares

    0.07% of the 13F portfolio, value $2,288,447.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 4,017 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,075,263.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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