S&p Global shares owned by Rockline Wealth Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Rockline Wealth Management
from 13F filings
Historical chart of Rockline Wealth Management investment in S&p Global
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Quarterly reported holdings in S&p Global by Rockline Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 11k | 486.73 |
| 2025-06-30 | $5.3M | 10k | 527.31 |
| 2025-03-31 | $5.0M | 9.8k | 508.12 |
| 2024-12-31 | $4.6M | 9.3k | 498.05 |
| 2024-09-30 | $4.5M | 8.7k | 516.65 |
| 2024-06-30 | $3.6M | 8.1k | 446.02 |
| 2024-03-31 | $3.3M | 7.8k | 425.47 |
| 2023-12-31 | $903k | 2.0k | 440.63 |
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