S&p Global shares owned by Invera Wealth Advisors
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Invera Wealth Advisors
from 13F filings
Historical chart of Invera Wealth Advisors investment in S&p Global
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Quarterly reported holdings in S&p Global by Invera Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $888k | 1.7k | 522.59 |
| 2025-09-30 | $840k | 1.7k | 486.71 |
| 2025-06-30 | $907k | 1.7k | 527.29 |
| 2025-03-31 | $873k | 1.7k | 508.10 |
| 2024-12-31 | $3.8M | 7.3k | 513.46 |
| 2024-09-30 | $3.8M | 7.7k | 496.85 |
| 2024-06-30 | $3.8M | 8.1k | 472.98 |
| 2024-03-31 | $3.3M | 8.0k | 413.38 |
| 2023-12-31 | $3.5M | 8.0k | 440.52 |