Skip to content
Disclosery

Herold Advisors, Inc.: SPGI position timeline

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

Herold Advisors, Inc. held 4,485 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,485 shares
    Change vs previous 13F -50 shares

    0.36% of the 13F portfolio, value $1,825,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, Inc.
    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 4,535 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,928,918.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, Inc.
    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 4,535 shares
    Change vs previous 13F -300 shares

    0.53% of the 13F portfolio, value $2,369,946.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, Inc.
    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 4,835 shares
    Change vs previous 13F +181 shares

    0.55% of the 13F portfolio, value $2,353,243.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, Inc.
    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 4,654 shares
    Change vs previous 13F -711 shares

    0.51% of the 13F portfolio, value $2,454,007.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, Inc.
    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 5,365 shares
    Change vs previous 13F -20 shares

    0.6% of the 13F portfolio, value $2,725,957.

    13F-HR 0001172661-25-001744 filed by Herold Advisors, Inc.
    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 5,385 shares
    Change vs previous 13F -400 shares

    0.58% of the 13F portfolio, value $2,681,892.

    13F-HR 0001172661-25-001072 filed by Herold Advisors, Inc.
    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 5,785 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,988,647.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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