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SCHOLTZ & COMPANY, LLC: SPGI position timeline

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

SCHOLTZ & COMPANY, LLC held 9,958 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,958 shares
    Change vs previous 13F -227 shares

    2.03% of the 13F portfolio, value $4,055,495.

    13F-HR 0001606134-26-000004 filed by SCHOLTZ & COMPANY, 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 10,185 shares
    Change vs previous 13F +709 shares

    2.22% of the 13F portfolio, value $4,332,088.

    13F-HR 0001606134-26-000002 filed by SCHOLTZ & COMPANY, 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 9,476 shares
    Change vs previous 13F +1,340 shares

    2.15% of the 13F portfolio, value $4,952,063.

    13F-HR 0001606134-26-000001 filed by SCHOLTZ & COMPANY, 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 8,136 shares
    Change vs previous 13F -98 shares

    1.74% of the 13F portfolio, value $3,959,873.

    13F-HR 0001606134-25-000006 filed by SCHOLTZ & COMPANY, 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 8,234 shares
    Change vs previous 13F -45 shares

    1.91% of the 13F portfolio, value $4,341,706.

    13F-HR 0001606134-25-000004 filed by SCHOLTZ & COMPANY, 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 8,279 shares
    Change vs previous 13F +43 shares

    2.08% of the 13F portfolio, value $4,206,560.

    13F-HR 0001606134-25-000003 filed by SCHOLTZ & COMPANY, 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 8,236 shares
    Change vs previous 13F +412 shares

    1.96% of the 13F portfolio, value $4,101,775.

    13F-HR 0001606134-25-000002 filed by SCHOLTZ & COMPANY, 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 7,824 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $4,042,035.

    13F-HR 0001606134-24-000004 filed by SCHOLTZ & COMPANY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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