Net Worth Advisory Group: SPGI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on SPGI, newest first. How the timeline and the estimate are built.
Net Worth Advisory Group held 592 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 592 sharesChange vs previous 13F +8 shares
0.06% of the 13F portfolio, value $241,090.
13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 584 sharesChange vs previous 13F +20 shares
0.05% of the 13F portfolio, value $248,603.
13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 564 sharesChange vs previous 13F +12 shares
0.06% of the 13F portfolio, value $294,680.
13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 552 sharesChange vs previous 13F -14 shares
0.08% of the 13F portfolio, value $268,466.
13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 566 sharesChange vs previous 13F +14 shares
0.07% of the 13F portfolio, value $298,583.
13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 552 sharesChange vs previous 13F -22 shares
0.09% of the 13F portfolio, value $280,526.
13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 574 sharesChange vs previous 13F -12 shares
0.09% of the 13F portfolio, value $285,780.
13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 586 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $302,585.
13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).