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PFW Advisors LLC: SPGI position timeline

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

PFW Advisors LLC held 4,874 SPGI shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,874 shares
    Change vs previous 13F +1 shares

    0.57% of the 13F portfolio, value $1,922,647.

    13F-HR 0001989744-26-000005 filed by PFW Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,873 shares
    Change vs previous 13F +4,305 shares

    0.58% of the 13F portfolio, value $1,984,578.

    13F-HR 0001989744-26-000003 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 568 shares
    Change vs previous 13F +134 shares

    0.08% of the 13F portfolio, value $241,593.

    13F-HR 0001989744-26-000002 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 434 shares
    Change vs previous 13F -43 shares

    0.07% of the 13F portfolio, value $226,804.

    13F-HR 0001989744-26-000001 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 477 shares
    Change vs previous 13F +69 shares

    0.07% of the 13F portfolio, value $232,161.

    13F-HR 0001989744-25-000005 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 408 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $215,134.

    13F-HR 0001989744-25-000004 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 408 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $207,305.

    13F-HR 0001989744-25-000002 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 408 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $203,196.

    13F-HR 0001989744-25-000001 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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