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Disclosery

Corient Private Wealth LP: SPGI position timeline

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

Corient Private Wealth LP held 333,778 SPGI shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 333,778 shares
    Change vs previous 13F -86,387 shares

    0.19% of the 13F portfolio, value $136,015,237.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 420,165 shares
    Change vs previous 13F -214,548 shares

    0.26% of the 13F portfolio, value $183,363,920.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 634,713 shares
    Change vs previous 13F +81,994 shares

    0.45% of the 13F portfolio, value $332,221,217.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 552,719 shares
    Change vs previous 13F -74,812 shares

    0.42% of the 13F portfolio, value $269,024,112.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 627,531 shares
    Change vs previous 13F -16,409 shares

    0.44% of the 13F portfolio, value $330,890,350.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 643,940 shares
    Change vs previous 13F +6,967 shares

    0.53% of the 13F portfolio, value $327,186,814.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 636,973 shares
    Change vs previous 13F +60,740 shares

    0.52% of the 13F portfolio, value $315,492,203.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 576,233 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $297,693,761.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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