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Disclosery

Sunbeam Capital Management, LLC: SPGI position timeline

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

Sunbeam Capital Management, LLC held 627 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 627 shares
    Change vs previous 13F +28 shares

    0.12% of the 13F portfolio, value $255,383.

    13F-HR 0001951757-26-001011 filed by Sunbeam Capital 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 599 shares
    Change vs previous 13F -5 shares

    0.15% of the 13F portfolio, value $254,710.

    13F-HR 0001951757-26-000624 filed by Sunbeam Capital 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 604 shares
    Change vs previous 13F +12 shares

    0.19% of the 13F portfolio, value $315,459.

    13F-HR 0001951757-26-000434 filed by Sunbeam Capital 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 592 shares
    Change vs previous 13F +1 shares

    0.18% of the 13F portfolio, value $287,938.

    13F-HR 0001951757-25-001203 filed by Sunbeam Capital 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 591 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $311,449.

    13F-HR 0001951757-25-000932 filed by Sunbeam Capital 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 590 shares
    Change vs previous 13F +1 shares

    0.29% of the 13F portfolio, value $299,607.

    13F-HR 0001951757-25-000518 filed by Sunbeam Capital 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/A 589 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $293,142.

    13F-HR/A 0001951757-25-000274 filed by Sunbeam Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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