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LMCG INVESTMENTS, LLC: SPGI position timeline

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

LMCG INVESTMENTS, LLC held 20,219 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 20,219 shares
    Change vs previous 13F -1,505 shares

    0.44% of the 13F portfolio, value $8,234,390.

    13F-HR 0001470944-26-000003 filed by LMCG INVESTMENTS, 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 21,724 shares
    Change vs previous 13F -1,630 shares

    0.55% of the 13F portfolio, value $9,240,086.

    13F-HR 0001470944-26-000002 filed by LMCG INVESTMENTS, 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 23,354 shares
    Change vs previous 13F -960 shares

    0.7% of the 13F portfolio, value $12,204,567.

    13F-HR 0001470944-26-000001 filed by LMCG INVESTMENTS, 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 24,314 shares
    Change vs previous 13F +5,274 shares

    0.7% of the 13F portfolio, value $11,833,867.

    13F-HR 0001470944-25-000002 filed by LMCG INVESTMENTS, 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 19,040 shares
    Change vs previous 13F -834 shares

    0.63% of the 13F portfolio, value $10,039,602.

    13F-HR 0001085146-25-004141 filed by LMCG INVESTMENTS, 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 19,874 shares
    Change vs previous 13F -851 shares

    0.67% of the 13F portfolio, value $10,097,979.

    13F-HR 0001085146-25-002031 filed by LMCG INVESTMENTS, 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 20,725 shares
    Change vs previous 13F -1,320 shares

    0.63% of the 13F portfolio, value $10,321,672.

    13F-HR 0001085146-25-000293 filed by LMCG INVESTMENTS, 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 22,045 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $11,388,888.

    13F-HR 0001085146-24-005222 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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