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Disclosery

Peak Asset Management, LLC: SPGI position timeline

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

Peak Asset Management, LLC held 40,640 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,640 shares
    Change vs previous 13F +1,458 shares

    2.43% of the 13F portfolio, value $16,551,047.

    13F-HR 0001062993-26-004338 filed by Peak Asset 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 39,182 shares
    Change vs previous 13F +1,081 shares

    2.94% of the 13F portfolio, value $16,665,672.

    13F-HR 0001062993-26-002657 filed by Peak Asset 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 38,101 shares
    Change vs previous 13F +283 shares

    3.39% of the 13F portfolio, value $19,911,202.

    13F-HR 0001062993-26-000643 filed by Peak Asset 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 37,818 shares
    Change vs previous 13F +375 shares

    3.21% of the 13F portfolio, value $18,406,399.

    13F-HR 0001062993-25-016725 filed by Peak Asset 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 37,443 shares
    Change vs previous 13F -578 shares

    3.62% of the 13F portfolio, value $19,743,320.

    13F-HR 0001062993-25-014438 filed by Peak Asset 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 38,021 shares
    Change vs previous 13F -1,001 shares

    3.68% of the 13F portfolio, value $19,318,471.

    13F-HR 0001062993-25-008726 filed by Peak Asset 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 39,022 shares
    Change vs previous 13F -283 shares

    3.6% of the 13F portfolio, value $19,434,127.

    13F-HR 0001062993-25-002525 filed by Peak Asset 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 39,305 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $20,305,750.

    13F-HR 0001062993-24-018370 filed by Peak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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