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Disclosery

MOTCO: SPGI position timeline

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

MOTCO held 16,160 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,160 shares
    Change vs previous 13F -5,892 shares

    0.56% of the 13F portfolio, value $6,581,321.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 22,052 shares
    Change vs previous 13F +1,114 shares

    0.87% of the 13F portfolio, value $9,379,598.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 20,938 shares
    Change vs previous 13F +139 shares

    0.99% of the 13F portfolio, value $10,941,989.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 20,799 shares
    Change vs previous 13F +11 shares

    0.92% of the 13F portfolio, value $10,123,081.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 20,788 shares
    Change vs previous 13F +675 shares

    1.1% of the 13F portfolio, value $11,456,267.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 20,113 shares
    Change vs previous 13F +200 shares

    1.08% of the 13F portfolio, value $10,219,415.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 19,913 shares
    Change vs previous 13F -469 shares

    1.02% of the 13F portfolio, value $9,917,271.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 20,382 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $10,529,749.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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