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Disclosery

IMS Capital Management: SPGI position timeline

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

IMS Capital Management held 4,167 SPGI shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 4,167 shares
    Change vs previous 13F -49 shares

    0.94% of the 13F portfolio, value $2,027,908.

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 4,216 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $2,223,312.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 4,216 shares
    Change vs previous 13F -50 shares

    1.08% of the 13F portfolio, value $2,142,357.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 4,266 shares
    Change vs previous 13F +10 shares

    0.98% of the 13F portfolio, value $2,124,757.

    13F-HR 0001343916-25-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 4,256 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $2,198,864.

    13F-HR 0001343916-24-000004 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 4,256 shares
    Change vs previous 13F +30 shares

    0.99% of the 13F portfolio, value $2,118,979.

    13F-HR 0001343916-24-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 4,226 shares
    Change vs previous 13F +95 shares

    0.84% of the 13F portfolio, value $1,797,988.

    13F-HR 0001343916-24-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 4,131 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,819,788.

    13F-HR 0001343916-24-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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