S&p Global shares owned by Legacy Wealth Managment
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Legacy Wealth Managment
from 13F filings
Historical chart of Legacy Wealth Managment investment in S&p Global
Tip: Access up to 7 years of quarterly data
All positions including S&p Global held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in S&p Global by Legacy Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15k | 30 | 486.73 |
| 2025-06-30 | $16k | 30 | 527.30 |
| 2025-03-31 | $15k | 30 | 508.10 |
| 2024-12-31 | $16k | 30 | 519.17 |
| 2024-09-30 | $15k | 30 | 510.30 |