S&p Global shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in S&p Global by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $303k | 622 | 486.73 |
| 2025-06-30 | $330k | 625 | 527.31 |
| 2025-03-31 | $318k | 625 | 508.12 |
| 2024-12-31 | $307k | 616 | 498.05 |
| 2024-09-30 | $318k | 616 | 516.64 |
| 2024-06-30 | $258k | 607 | 425.47 |
| 2024-03-31 | $258k | 607 | 425.47 |
| 2023-12-31 | $284k | 645 | 440.54 |
| 2023-09-30 | $244k | 668 | 365.43 |