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STERLING INVESTMENT MANAGEMENT, LLC: SPGI position timeline

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

STERLING INVESTMENT MANAGEMENT, LLC held 19,581 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,581 shares
    Change vs previous 13F -502 shares

    4.37% of the 13F portfolio, value $7,974,558.

    13F-HR 0001509873-26-000007 filed by STERLING INVESTMENT 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 20,083 shares
    Change vs previous 13F +6,912 shares

    5.12% of the 13F portfolio, value $8,542,103.

    13F-HR 0001509873-26-000003 filed by STERLING INVESTMENT 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 13,171 shares
    Change vs previous 13F +1,422 shares

    3.9% of the 13F portfolio, value $6,883,033.

    13F-HR 0001509873-26-000002 filed by STERLING INVESTMENT 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 11,749 shares
    Change vs previous 13F +2,916 shares

    3.43% of the 13F portfolio, value $5,718,356.

    13F-HR 0001509873-25-000007 filed by STERLING INVESTMENT 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 8,833 shares
    Change vs previous 13F +1,748 shares

    3.08% of the 13F portfolio, value $4,657,553.

    13F-HR 0001509873-25-000005 filed by STERLING INVESTMENT 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 7,085 shares
    Change vs previous 13F +1,705 shares

    2.56% of the 13F portfolio, value $3,599,889.

    13F-HR 0001509873-25-000003 filed by STERLING INVESTMENT 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 5,380 shares
    Change vs previous 13F -70 shares

    2.1% of the 13F portfolio, value $2,679,401.

    13F-HR 0001509873-25-000002 filed by STERLING INVESTMENT 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 5,450 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $2,815,579.

    13F-HR 0001509873-24-000007 filed by STERLING INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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