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Disclosery

Haverford Trust Co: SPGI position timeline

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

Haverford Trust Co held 314,182 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 314,182 shares
    Change vs previous 13F +6,162 shares

    1.1% of the 13F portfolio, value $127,953,916.

    13F-HR 0001104659-26-095022 filed by Haverford Trust Co
    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 308,020 shares
    Change vs previous 13F -3,729 shares

    1.2% of the 13F portfolio, value $131,013,347.

    13F-HR 0001104659-26-058513 filed by Haverford Trust Co
    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 311,749 shares
    Change vs previous 13F -2,589 shares

    1.45% of the 13F portfolio, value $162,917,010.

    13F-HR 0001104659-26-014822 filed by Haverford Trust Co
    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 314,338 shares
    Change vs previous 13F -6,660 shares

    1.38% of the 13F portfolio, value $152,991,501.

    13F-HR 0001104659-25-112200 filed by Haverford Trust Co
    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 320,998 shares
    Change vs previous 13F -56,079 shares

    1.61% of the 13F portfolio, value $169,259,055.

    13F-HR 0001104659-25-077549 filed by Haverford Trust Co
    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 377,077 shares
    Change vs previous 13F -6,793 shares

    1.93% of the 13F portfolio, value $191,592,803.

    13F-HR 0001104659-25-048427 filed by Haverford Trust Co
    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 383,870 shares
    Change vs previous 13F +1,509 shares

    1.9% of the 13F portfolio, value $191,178,705.

    13F-HR 0001104659-25-011475 filed by Haverford Trust Co
    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 382,361 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $197,535,215.

    13F-HR 0001104659-24-114296 filed by Haverford Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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