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Segment Wealth Management, LLC: SPGI position timeline

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

Segment Wealth Management, LLC held 53,690 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,690 shares
    Change vs previous 13F +6 shares

    1.13% of the 13F portfolio, value $21,865,789.

    13F-HR 0001575581-26-000003 filed by Segment 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 53,684 shares
    Change vs previous 13F -34,110 shares

    1.34% of the 13F portfolio, value $22,833,953.

    13F-HR 0001575581-26-000002 filed by Segment 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 87,794 shares
    Change vs previous 13F -486 shares

    2.66% of the 13F portfolio, value $45,880,440.

    13F-HR 0001575581-26-000001 filed by Segment 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 88,280 shares
    Change vs previous 13F -263 shares

    2.58% of the 13F portfolio, value $42,966,843.

    13F-HR 0001575581-25-000003 filed by Segment 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 88,543 shares
    Change vs previous 13F -1,167 shares

    2.96% of the 13F portfolio, value $46,687,856.

    13F-HR 0001085146-25-003996 filed by Segment 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 89,710 shares
    Change vs previous 13F +223 shares

    3.08% of the 13F portfolio, value $45,581,593.

    13F-HR 0001085146-25-002215 filed by Segment 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 89,487 shares
    Change vs previous 13F -4,935 shares

    3.04% of the 13F portfolio, value $44,567,074.

    13F-HR 0001085146-25-000297 filed by Segment 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 94,422 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $48,780,079.

    13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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