S&p Global shares owned by Heritage Family Offices
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in S&p Global
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Quarterly reported holdings in S&p Global by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $553k | 1.1k | 486.79 |
| 2025-06-30 | $579k | 1.2k | 502.61 |
| 2025-03-31 | $585k | 1.2k | 508.16 |
| 2024-12-31 | $554k | 1.1k | 498.08 |
| 2024-09-30 | $542k | 1.0k | 516.67 |
| 2024-06-30 | $480k | 1.1k | 446.03 |