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Olde Wealth Management, LLC: SPGI position timeline

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

Olde Wealth Management, LLC held 705 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 705 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $287,000.

    13F-HR 0001840760-26-000003 filed by Olde Wealth Management, 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 705 shares
    Change vs previous 13F -147 shares

    0.09% of the 13F portfolio, value $299,000.

    13F-HR 0001840760-26-000002 filed by Olde Wealth Management, 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 852 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $445,000.

    13F-HR 0001840760-26-000001 filed by Olde Wealth Management, 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 852 shares
    Change vs previous 13F +103 shares

    0.13% of the 13F portfolio, value $420,000.

    13F-HR 0001840760-25-000005 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 749 shares
    Change vs previous 13F -142 shares

    0.13% of the 13F portfolio, value $380,000.

    13F-HR 0001840760-25-000002 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 891 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $443,000.

    13F-HR 0001898296-25-000002 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 891 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $460,000.

    13F-HR 0001898131-24-000003 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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