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Steward Partners Investment Advisory, LLC: SPGI position timeline

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

Steward Partners Investment Advisory, LLC held 57,460 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,460 shares
    Change vs previous 13F +12,520 shares

    0.12% of the 13F portfolio, value $23,401,085.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 44,940 shares
    Change vs previous 13F +9,094 shares

    0.1% of the 13F portfolio, value $19,114,514.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 35,846 shares
    Change vs previous 13F -5,614 shares

    0.1% of the 13F portfolio, value $18,732,912.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 41,460 shares
    Change vs previous 13F +1,650 shares

    0.12% of the 13F portfolio, value $20,179,401.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 39,810 shares
    Change vs previous 13F +2,218 shares

    0.16% of the 13F portfolio, value $20,991,624.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 37,592 shares
    Change vs previous 13F +1,264 shares

    0.17% of the 13F portfolio, value $19,100,642.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 36,328 shares
    Change vs previous 13F +2,188 shares

    0.16% of the 13F portfolio, value $18,092,624.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 34,140 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $17,637,330.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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