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S&p Global shares owned by HighMark Wealth Management

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by HighMark Wealth Management from 13F filings

Historical chart of HighMark Wealth Management investment in S&p Global

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All positions including S&p Global held by HighMark Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by HighMark Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $146k 300 486.71
2025-06-30 $158k 300 527.29
2025-03-31 $152k 300 508.10
2024-12-31 $149k 300 498.03
2024-09-30 $155k 300 516.62
2024-06-30 $134k 300 446.00
2024-03-31 $128k 300 425.45
2023-12-31 $132k 300 440.52
2023-09-30 $110k 300 365.41
2023-06-30 $120k 300 400.89
2023-03-31 $125k 363 344.77
2022-03-31 $6.0k 14 428.57
2020-12-31 $9.0k 26 346.15
2020-09-30 $9.0k 26 346.15
2020-06-30 $13k 38 342.11
2020-03-31 $6.4k 26 245.04
2019-12-31 $9.0k 34 264.71