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Focus Partners Wealth: SPGI position timeline

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

Focus Partners Wealth held 587,131 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 587,131 shares
    Change vs previous 13F +291,198 shares

    0.22% of the 13F portfolio, value $239,115,410.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 583,165 shares
    • Focus Partners Advisor Solutions, LLC: 3,966 shares

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

  2. period ended2026-03-31
    13F 295,933 shares
    Change vs previous 13F +110,913 shares

    0.13% of the 13F portfolio, value $125,894,647.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 288,357 shares
    • Focus Partners Advisor Solutions, LLC: 7,576 shares

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

  3. period ended2025-12-31
    13F 185,020 shares
    Change vs previous 13F +4,069 shares

    0.1% of the 13F portfolio, value $96,687,825.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 183,876 shares
    • Focus Partners Advisor Solutions, LLC: 1,144 shares

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

  4. period ended2025-09-30
    13F 180,951 shares
    Change vs previous 13F -3,246 shares

    0.12% of the 13F portfolio, value $88,079,968.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 179,936 shares
    • Focus Partners Advisor Solutions, LLC: 1,015 shares

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

  5. period ended2025-06-30
    13F 184,197 shares
    Change vs previous 13F +2,228 shares

    0.18% of the 13F portfolio, value $97,124,884.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 182,223 shares
    • Focus Partners Advisor Solutions, LLC: 1,974 shares

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

  6. period ended2025-03-31
    13F/A 181,969 shares
    Change vs previous 13F -35,163 shares

    0.2% of the 13F portfolio, value $92,459,160.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 180,046 shares
    • Focus Partners Advisor Solutions, LLC: 1,923 shares

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

  7. period ended2024-12-31
    13F/A 217,132 shares
    Change vs previous 13F +54,110 shares

    0.24% of the 13F portfolio, value $108,138,301.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 216,232 shares
    • Focus Partners Advisor Solutions, LLC: 900 shares

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

  8. period ended2024-09-30
    13F 163,022 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $84,201,748.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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