S&p Global shares owned by Everhart Financial Group
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in S&p Global by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 3.1k | 486.71 |
| 2025-06-30 | $1.6M | 3.0k | 527.29 |
| 2025-03-31 | $1.1M | 2.2k | 508.10 |
| 2024-12-31 | $1.0M | 2.1k | 498.03 |
| 2024-09-30 | $1.1M | 2.2k | 516.62 |
| 2024-06-30 | $794k | 1.8k | 446.00 |
| 2024-03-31 | $632k | 1.5k | 425.45 |
| 2023-12-31 | $603k | 1.4k | 440.52 |
| 2023-09-30 | $277k | 759 | 365.41 |
| 2023-06-30 | $484k | 1.2k | 400.89 |
| 2023-03-31 | $224k | 650 | 344.77 |
| 2022-12-31 | $235k | 700 | 334.94 |
| 2022-09-30 | $329k | 1.1k | 305.19 |
| 2022-06-30 | $312k | 925 | 337.30 |