S&p Global shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Heritage Wealth Management, Inc./Texas
from 13F filings
Historical chart of Heritage Wealth Management, Inc./Texas investment in S&p Global
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Quarterly reported holdings in S&p Global by Heritage Wealth Management, Inc./Texas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $542k | 1.1k | 486.71 |
| 2025-06-30 | $587k | 1.1k | 527.29 |
| 2025-03-31 | $566k | 1.1k | 508.10 |
| 2024-12-31 | $605k | 1.2k | 498.03 |
| 2024-09-30 | $653k | 1.3k | 516.62 |
| 2024-06-30 | $608k | 1.4k | 446.00 |
| 2024-03-31 | $580k | 1.4k | 425.45 |
| 2023-12-31 | $634k | 1.4k | 440.52 |
| 2023-09-30 | $579k | 1.6k | 365.41 |
| 2023-06-30 | $627k | 1.6k | 400.89 |
| 2023-03-31 | $589k | 1.7k | 344.77 |
| 2022-12-31 | $576k | 1.7k | 334.94 |
More positions owned by Heritage Wealth Management, Inc./Texas
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