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Disclosery

HB Wealth Management, LLC: SPGI position timeline

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

HB Wealth Management, LLC held 16,274 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,274 shares
    Change vs previous 13F -221 shares

    0.04% of the 13F portfolio, value $6,627,943.

    13F-HR 0001172661-26-002920 filed by HB Wealth 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 16,495 shares
    Change vs previous 13F -3,268 shares

    0.05% of the 13F portfolio, value $7,015,989.

    13F-HR 0001172661-26-001543 filed by HB Wealth 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 19,763 shares
    Change vs previous 13F +682 shares

    0.07% of the 13F portfolio, value $10,328,215.

    13F-HR 0001172661-26-000353 filed by HB Wealth 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 19,081 shares
    Change vs previous 13F -40 shares

    0.06% of the 13F portfolio, value $9,287,056.

    13F-HR 0001172661-25-004398 filed by HB Wealth 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 19,121 shares
    Change vs previous 13F -656 shares

    0.08% of the 13F portfolio, value $10,082,343.

    13F-HR 0001172661-25-002644 filed by HB Wealth 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 19,777 shares
    Change vs previous 13F +12,235 shares

    0.08% of the 13F portfolio, value $10,049,092.

    13F-HR 0001172661-25-001594 filed by HB Wealth 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 7,542 shares
    Change vs previous 13F +1,391 shares

    0.04% of the 13F portfolio, value $3,756,214.

    13F-HR 0001172661-25-000193 filed by HB Wealth 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 6,151 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,178,175.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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