S&p Global shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in S&p Global
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All positions including S&p Global held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in S&p Global by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $930k | 1.8k | 522.56 |
| 2025-09-30 | $860k | 1.8k | 486.67 |
| 2025-06-30 | $1.1M | 2.0k | 527.18 |
| 2025-03-31 | $1.0M | 2.0k | 508.20 |
| 2024-12-31 | $1.0M | 2.0k | 498.09 |
| 2024-09-30 | $1.0M | 2.0k | 516.64 |
| 2024-06-30 | $1.1M | 2.4k | 445.99 |
| 2024-03-31 | $1.0M | 2.4k | 425.40 |
| 2023-12-31 | $1.1M | 2.5k | 440.44 |
| 2023-09-30 | $922k | 2.5k | 365.46 |
| 2023-06-30 | $1.1M | 2.7k | 400.92 |
| 2023-03-31 | $955k | 2.8k | 344.77 |
| 2022-12-31 | $955k | 2.9k | 334.91 |
More positions owned by Beaumont Financial Advisors
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