S&p Global shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in S&p Global by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $462k | 948 | 486.85 |
| 2025-06-30 | $505k | 958 | 527.13 |
| 2025-03-31 | $530k | 1.0k | 507.96 |
| 2024-12-31 | $632k | 1.3k | 497.93 |
| 2024-09-30 | $752k | 1.5k | 516.50 |
| 2024-06-30 | $639k | 1.4k | 446.02 |
| 2024-03-31 | $789k | 1.9k | 425.55 |
| 2023-12-31 | $821k | 1.9k | 440.58 |
| 2023-09-30 | $479k | 1.3k | 365.53 |
| 2023-06-30 | $519k | 1.3k | 401.02 |
| 2023-03-31 | $561k | 1.6k | 344.85 |
| 2022-12-31 | $731k | 2.2k | 334.88 |
| 2022-09-30 | $1.2M | 4.0k | 305.38 |