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Disclosery

Pathstone Holdings, LLC: SPGI position timeline

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

Pathstone Holdings, LLC held 50,577 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,577 shares
    Change vs previous 13F -630 shares

    0.06% of the 13F portfolio, value $20,638,374.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, LLC
    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 51,207 shares
    Change vs previous 13F -3,093 shares

    0.09% of the 13F portfolio, value $21,780,418.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, LLC
    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 54,300 shares
    Change vs previous 13F +1,009 shares

    0.11% of the 13F portfolio, value $28,376,606.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, LLC
    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 53,291 shares
    Change vs previous 13F +1,377 shares

    0.1% of the 13F portfolio, value $25,937,217.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, LLC
    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 51,914 shares
    Change vs previous 13F -25,872 shares

    0.11% of the 13F portfolio, value $27,373,595.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, LLC
    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 77,786 shares
    Change vs previous 13F +25,501 shares

    0.17% of the 13F portfolio, value $39,525,459.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, LLC
    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 52,285 shares
    Change vs previous 13F -2,258 shares

    0.12% of the 13F portfolio, value $26,040,790.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, LLC
    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 54,543 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $28,177,922.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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