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Disclosery

Teamwork Financial Advisors, LLC: SPGI position timeline

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

Teamwork Financial Advisors, LLC held 0 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -656 shares

    13F-HR 0002085853-26-000654 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 656 shares
    Change vs previous 13F -28,832 shares

    0.03% of the 13F portfolio, value $279,024.

    13F-HR 0002085853-26-000320 filed by Teamwork Financial Advisors, 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 29,488 shares
    Change vs previous 13F +4,669 shares

    1.64% of the 13F portfolio, value $15,410,118.

    13F-HR 0002085853-26-000022 filed by Teamwork Financial Advisors, 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 24,819 shares
    Change vs previous 13F +17,812 shares

    1.32% of the 13F portfolio, value $12,080,009.

    13F-HR 0002085853-25-000028 filed by Teamwork Financial Advisors, 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 7,007 shares
    Change vs previous 13F -163 shares

    0.45% of the 13F portfolio, value $3,695,007.

    13F-HR 0001667731-25-000735 filed by Teamwork Financial Advisors, 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 7,170 shares
    Change vs previous 13F -65 shares

    0.5% of the 13F portfolio, value $3,643,284.

    13F-HR 0001667731-25-000392 filed by Teamwork Financial Advisors, 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 7,235 shares
    Change vs previous 13F +1,269 shares

    0.47% of the 13F portfolio, value $3,603,330.

    13F-HR 0001667731-25-000048 filed by Teamwork Financial Advisors, 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 5,966 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,082,198.

    13F-HR 0001629931-24-000005 filed by Teamwork Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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