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Disclosery

TILIA FIDUCIARY PARTNERS, INC.: SPGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TILIA FIDUCIARY PARTNERS, INC. on SPGI, newest first. How the timeline and the estimate are built.

TILIA FIDUCIARY PARTNERS, INC. held 782 SPGI shares at 2026-09-30 per its 13F-HR/A filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F/A 782 shares
    Change vs previous 13F -61 shares

    0.14% of the 13F portfolio, value $308,374.

    13F-HR/A 0001910210-26-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 843 shares
    Change vs previous 13F +2 shares

    0.16% of the 13F portfolio, value $343,274.

    13F-HR 0001910210-26-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 841 shares
    Change vs previous 13F -20 shares

    0.2% of the 13F portfolio, value $357,775.

    13F-HR 0001910210-26-000002 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 861 shares
    Change vs previous 13F -36 shares

    0.25% of the 13F portfolio, value $449,911.

    13F-HR 0001910210-26-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 897 shares
    Change vs previous 13F -170 shares

    0.25% of the 13F portfolio, value $436,436.

    13F-HR 0001910210-25-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,067 shares
    Change vs previous 13F +12 shares

    0.34% of the 13F portfolio, value $562,653.

    13F-HR 0001910210-25-000004 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,055 shares
    Change vs previous 13F -101 shares

    0.36% of the 13F portfolio, value $536,151.

    13F-HR 0001910210-25-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,156 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $575,925.

    13F-HR 0001910210-25-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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