S&p Global shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in S&p Global
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Quarterly reported holdings in S&p Global by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 5.2k | 486.71 |
| 2025-06-30 | $2.5M | 4.8k | 527.33 |
| 2025-03-31 | $2.2M | 4.3k | 508.10 |
| 2024-12-31 | $1.6M | 3.3k | 498.03 |
| 2024-09-30 | $1.6M | 3.1k | 516.62 |
| 2024-06-30 | $1.5M | 3.3k | 446.00 |
| 2024-03-31 | $1.3M | 3.0k | 425.45 |
| 2023-12-31 | $860k | 2.0k | 440.52 |
| 2023-09-30 | $692k | 1.9k | 365.41 |
| 2023-06-30 | $777k | 1.9k | 400.89 |
| 2023-03-31 | $626k | 1.8k | 344.77 |
| 2022-12-31 | $604k | 1.8k | 334.94 |
| 2022-09-30 | $569k | 1.9k | 305.09 |
| 2022-06-30 | $637k | 1.9k | 337.22 |
| 2022-03-31 | $302k | 736 | 410.33 |
| 2021-12-31 | $309k | 655 | 471.76 |
| 2021-09-30 | $279k | 657 | 424.66 |
| 2021-06-30 | $289k | 704 | 410.51 |
| 2021-03-31 | $236k | 669 | 352.77 |
| 2020-12-31 | $220k | 669 | 328.85 |
| 2020-09-30 | $236k | 655 | 360.31 |
| 2020-06-30 | $216k | 655 | 329.77 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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