Relyea Zuckerberg Hanson LLC: SPGI position timeline

Relyea Zuckerberg Hanson LLC held 658 SPGI shares at 2026-06-30 per its 13F-HR/A filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 658 shares

   Change vs previous 13F +17 shares

   0.02% of the 13F portfolio, value $268,039.

   13F-HR/A 0001793691-26-000005 filed by Relyea Zuckerberg Hanson LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 641 shares

   Change vs previous 13F -129 shares

   0.03% of the 13F portfolio, value $272,700.

   13F-HR 0001793691-26-000002 filed by Relyea Zuckerberg Hanson LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 770 shares

   Change vs previous 13F -81 shares

   0.04% of the 13F portfolio, value $402,464.

   13F-HR 0001793691-26-000001 filed by Relyea Zuckerberg Hanson LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 851 shares

   Change vs previous 13F -113 shares

   0.04% of the 13F portfolio, value $414,255.

   13F-HR 0001793691-25-000008 filed by Relyea Zuckerberg Hanson LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 964 shares

   Change vs previous 13F +41 shares

   0.06% of the 13F portfolio, value $508,378.

   13F-HR 0001793691-25-000003 filed by Relyea Zuckerberg Hanson LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 923 shares

   Change vs previous 13F -747 shares

   0.06% of the 13F portfolio, value $469,044.

   13F-HR 0001793691-25-000002 filed by Relyea Zuckerberg Hanson LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,670 shares

   Change vs previous 13F +76 shares

   0.11% of the 13F portfolio, value $831,776.

   13F-HR 0001793691-25-000001 filed by Relyea Zuckerberg Hanson LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 1,594 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $823,561.

   13F-HR 0001793691-24-000005 filed by Relyea Zuckerberg Hanson LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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