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Heritage Wealth Management, Inc./Texas: SPGI position timeline

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

Heritage Wealth Management, Inc./Texas held 961 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 961 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $391,204.

    13F-HR 0001966400-26-000003 filed by Heritage Wealth Management, Inc./Texas
    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 961 shares
    Change vs previous 13F -153 shares

    0.17% of the 13F portfolio, value $408,571.

    13F-HR 0001966400-26-000002 filed by Heritage Wealth Management, Inc./Texas
    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 1,114 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $582,165.

    13F-HR 0001966400-26-000001 filed by Heritage Wealth Management, Inc./Texas
    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 1,114 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $542,195.

    13F-HR 0001966400-25-000002 filed by Heritage Wealth Management, Inc./Texas
    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 1,114 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $587,401.

    13F-HR 0001085146-25-004437 filed by Heritage Wealth Management, Inc./Texas
    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 1,114 shares
    Change vs previous 13F -100 shares

    0.33% of the 13F portfolio, value $566,023.

    13F-HR 0001085146-25-002222 filed by Heritage Wealth Management, Inc./Texas
    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 1,214 shares
    Change vs previous 13F -50 shares

    0.36% of the 13F portfolio, value $604,608.

    13F-HR 0001085146-25-000319 filed by Heritage Wealth Management, Inc./Texas
    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 1,264 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $653,008.

    13F-HR 0001085146-24-005229 filed by Heritage Wealth Management, Inc./Texas
    Filed (acceptance time not in the bulk data set), ingested

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