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Disclosery

Palumbo Wealth Management LLC: SPGI position timeline

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

Palumbo Wealth Management LLC held 2,389 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,389 shares
    Change vs previous 13F -67 shares

    0.2% of the 13F portfolio, value $972,850.

    13F-HR 0001951757-26-001230 filed by Palumbo 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 2,456 shares
    Change vs previous 13F -26 shares

    0.25% of the 13F portfolio, value $1,044,754.

    13F-HR 0001951757-26-000821 filed by Palumbo 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 2,482 shares
    Change vs previous 13F -10 shares

    0.32% of the 13F portfolio, value $1,297,153.

    13F-HR 0001951757-26-000262 filed by Palumbo 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 2,492 shares
    Change vs previous 13F +11 shares

    0.37% of the 13F portfolio, value $1,145,522.

    13F-HR 0001951757-25-001362 filed by Palumbo 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 ended2025-06-30
    13F 2,481 shares
    Change vs previous 13F -95 shares

    0.41% of the 13F portfolio, value $1,308,448.

    13F-HR 0001951757-25-000827 filed by Palumbo 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 ended2025-03-31
    13F 2,576 shares
    Change vs previous 13F +197 shares

    0.44% of the 13F portfolio, value $1,308,877.

    13F-HR 0001951757-25-000421 filed by Palumbo 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 ended2024-12-31
    13F 2,379 shares
    Change vs previous 13F +4 shares

    0.44% of the 13F portfolio, value $1,184,993.

    13F-HR 0001951757-25-000159 filed by Palumbo Wealth Management 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 2,375 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,227,051.

    13F-HR 0001951757-24-001129 filed by Palumbo Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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