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MISSION WEALTH MANAGEMENT, LP: SPGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on SPGI, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 6,244 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,244 shares
    Change vs previous 13F +1,613 shares

    0.03% of the 13F portfolio, value $2,405,251.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 4,631 shares
    Change vs previous 13F +30 shares

    0.04% of the 13F portfolio, value $1,969,853.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 4,601 shares
    Change vs previous 13F -45 shares

    0.05% of the 13F portfolio, value $2,404,636.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 4,646 shares
    Change vs previous 13F +72 shares

    0.05% of the 13F portfolio, value $2,261,472.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 4,574 shares
    Change vs previous 13F +25 shares

    0.05% of the 13F portfolio, value $2,412,044.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 4,549 shares
    Change vs previous 13F +191 shares

    0.06% of the 13F portfolio, value $2,311,143.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 4,358 shares
    Change vs previous 13F +549 shares

    0.05% of the 13F portfolio, value $2,170,555.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 3,809 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,967,809.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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