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Ascentis Wealth Management, LLC: SPGI position timeline

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

Ascentis Wealth Management, LLC held 31 SPGI shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 31 shares
    Change vs previous 13F -2,246 shares

    <0.01% of the 13F portfolio, value $12,623.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 6 shares
    • Ascentis Wealth Management, LLC: 25 shares

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

  2. period ended2026-03-31
    13F 2,277 shares
    Change vs previous 13F -1,111 shares

    0.05% of the 13F portfolio, value $968,897.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,874 shares
    • Ascentis Wealth Management, LLC: 403 shares

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

  3. period ended2025-12-31
    13F 3,388 shares
    Change vs previous 13F +292 shares

    0.17% of the 13F portfolio, value $1,770,523.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,918 shares
    • Ascentis Wealth Management, LLC: 470 shares

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

  4. period ended2025-09-30
    13F 3,096 shares
    Change vs previous 13F -31 shares

    0.14% of the 13F portfolio, value $1,506,946.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,011 shares
    • Ascentis Wealth Management, LLC: 1,085 shares

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

  5. period ended2025-06-30
    13F 3,127 shares
    Change vs previous 13F -301 shares

    0.17% of the 13F portfolio, value $1,651,120.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,018 shares
    • Ascentis Wealth Management, LLC: 1,109 shares

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

  6. period ended2025-03-31
    13F 3,428 shares
    Change vs previous 13F +96 shares

    0.21% of the 13F portfolio, value $1,745,652.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,135 shares
    • Ascentis Wealth Management, LLC: 1,293 shares

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

  7. period ended2024-12-31
    13F 3,332 shares
    Change vs previous 13F +1,127 shares

    0.2% of the 13F portfolio, value $1,659,494.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,315 shares
    • Ascentis Wealth Management, LLC: 1,017 shares

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

  8. period ended2024-09-30
    13F/A 2,205 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,139,119.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,758 shares
    • Ascentis Wealth Management, LLC: 447 shares

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