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Disclosery

FIRST FOUNDATION ADVISORS: SPGI position timeline

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

FIRST FOUNDATION ADVISORS held 899 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 899 shares
    Change vs previous 13F -69 shares

    0.01% of the 13F portfolio, value $366,225.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    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 968 shares
    Change vs previous 13F -260 shares

    0.02% of the 13F portfolio, value $411,565.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    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 1,228 shares
    Change vs previous 13F -709 shares

    0.02% of the 13F portfolio, value $641,898.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    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 1,937 shares
    Change vs previous 13F -4,263 shares

    0.03% of the 13F portfolio, value $942,718.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    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 6,200 shares
    Change vs previous 13F -3,448 shares

    0.12% of the 13F portfolio, value $3,268,992.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    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 9,648 shares
    Change vs previous 13F +433 shares

    0.2% of the 13F portfolio, value $4,902,359.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    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 9,215 shares
    Change vs previous 13F +1,045 shares

    0.17% of the 13F portfolio, value $4,589,222.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    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 8,170 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,220,649.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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