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HOWE & RUSLING INC: SPGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOWE & RUSLING INC on SPGI, newest first. How the timeline and the estimate are built.

HOWE & RUSLING INC held 15,388 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 15,388 shares
    Change vs previous 13F +2,179 shares

    0.36% of the 13F portfolio, value $6,266,752.

    13F-HR 0001398344-26-013907 filed by HOWE & RUSLING 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 13,209 shares
    Change vs previous 13F +2,860 shares

    0.37% of the 13F portfolio, value $5,618,136.

    13F-HR 0001398344-26-007373 filed by HOWE & RUSLING 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 10,349 shares
    Change vs previous 13F +8,099 shares

    0.36% of the 13F portfolio, value $5,408,464.

    13F-HR 0001398344-26-003195 filed by HOWE & RUSLING 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 2,250 shares
    Change vs previous 13F -2 shares

    0.08% of the 13F portfolio, value $1,095,067.

    13F-HR 0001398344-25-020331 filed by HOWE & RUSLING 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 2,252 shares
    Change vs previous 13F +42 shares

    0.09% of the 13F portfolio, value $1,187,574.

    13F-HR 0001398344-25-014994 filed by HOWE & RUSLING 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 2,210 shares
    Change vs previous 13F -13 shares

    0.09% of the 13F portfolio, value $1,122,901.

    13F-HR 0001398344-25-011899 filed by HOWE & RUSLING 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 2,223 shares
    Change vs previous 13F -5 shares

    0.1% of the 13F portfolio, value $1,107,121.

    13F-HR 0001398344-25-002485 filed by HOWE & RUSLING 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 2,228 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,151,030.

    13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

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