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CARY STREET PARTNERS ASSET MANAGEMENT LLC: SPGI position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 3,988 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,988 shares
    Change vs previous 13F -684 shares

    0.03% of the 13F portfolio, value $1,624,427.

    13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,361 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,627 shares

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

  2. period ended2026-03-31
    13F 4,672 shares
    Change vs previous 13F +38 shares

    0.04% of the 13F portfolio, value $1,987,449.

    13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 2,059 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,613 shares

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

  3. period ended2025-12-31
    13F 4,634 shares
    Change vs previous 13F -405 shares

    0.05% of the 13F portfolio, value $2,421,973.

    13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 2,015 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,619 shares

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

  4. period ended2025-09-30
    13F 5,039 shares
    Change vs previous 13F +17 shares

    0.06% of the 13F portfolio, value $2,452,775.

    13F-HR 0001766904-25-000006 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 2,361 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,678 shares

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

  5. period ended2025-06-30
    13F 5,022 shares
    Change vs previous 13F -83 shares

    0.07% of the 13F portfolio, value $2,648,295.

    13F-HR 0001766904-25-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 2,459 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,563 shares

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

  6. period ended2025-03-31
    13F 5,105 shares
    Change vs previous 13F -3 shares

    0.08% of the 13F portfolio, value $2,594,206.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 2,592 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,513 shares

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

  7. period ended2024-12-31
    13F 5,108 shares
    Change vs previous 13F +258 shares

    0.08% of the 13F portfolio, value $2,543,772.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 3,243 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,865 shares

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

  8. period ended2024-09-30
    13F 4,850 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,505,652.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,850 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 585 shares (included in another member's report, not added)

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