S&p Global shares owned by Forum Financial Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in S&p Global
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Quarterly reported holdings in S&p Global by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 3.3k | 486.71 |
| 2025-06-30 | $1.6M | 3.1k | 527.29 |
| 2025-03-31 | $1.5M | 3.0k | 508.10 |
| 2024-12-31 | $1.5M | 3.0k | 498.03 |
| 2024-09-30 | $1.3M | 2.5k | 516.62 |
| 2024-06-30 | $1.1M | 2.5k | 446.00 |
| 2024-03-31 | $1.1M | 2.5k | 425.45 |
| 2023-12-31 | $1.1M | 2.5k | 440.52 |
| 2023-09-30 | $867k | 2.4k | 365.41 |
| 2023-06-30 | $947k | 2.4k | 400.89 |
| 2023-03-31 | $803k | 2.3k | 344.77 |
| 2022-12-31 | $769k | 2.3k | 334.94 |
| 2022-09-30 | $693k | 2.3k | 305.29 |
| 2022-06-30 | $734k | 2.2k | 336.85 |
| 2022-03-31 | $824k | 2.0k | 409.75 |
| 2021-12-31 | $305k | 647 | 471.41 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management