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Disclosery

Vest Financial, LLC: SPGI position timeline

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

Vest Financial, LLC held 116,230 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,230 shares
    Change vs previous 13F +11,822 shares

    0.5% of the 13F portfolio, value $47,335,831.

    13F-HR 0001709632-26-000006 filed by Vest Financial, 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 104,408 shares
    Change vs previous 13F -4,610 shares

    0.53% of the 13F portfolio, value $44,408,899.

    13F-HR 0001709632-26-000004 filed by Vest Financial, 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 109,018 shares
    Change vs previous 13F +291 shares

    0.72% of the 13F portfolio, value $56,971,718.

    13F-HR 0001709632-26-000002 filed by Vest Financial, 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 108,727 shares
    Change vs previous 13F -9,252 shares

    0.69% of the 13F portfolio, value $52,918,518.

    13F-HR 0001709632-25-000006 filed by Vest Financial, 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 117,979 shares
    Change vs previous 13F +8,106 shares

    0.88% of the 13F portfolio, value $62,209,146.

    13F-HR 0001085146-25-004177 filed by Vest Financial, 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 109,873 shares
    Change vs previous 13F -7,024 shares

    0.87% of the 13F portfolio, value $55,826,473.

    13F-HR 0001085146-25-002044 filed by Vest Financial, 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 116,897 shares
    Change vs previous 13F +14,650 shares

    1.03% of the 13F portfolio, value $58,218,212.

    13F-HR 0001085146-25-000544 filed by Vest Financial, 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 102,247 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $52,822,846.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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