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Livermore
Livermore
ZHEN

Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by Heritage Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings

Shares (Q2 2026)
1,182
Value
$481.4K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of SPGI by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,182$481.4K<0.1%−54−4.4%ReducedHolders
Q1 20261,236$525.7K0.1%00.0%UnchangedHolders
Q4 20251,236$645.9K0.1%−12−1.0%ReducedHolders
Q3 20251,248$607.4K0.1%+18+1.5%AddedHolders
Q2 20251,230$648.6K0.1%−22−1.8%ReducedHolders
Q1 20251,252$636.1K0.1%00.0%UnchangedHolders
Q4 20241,252$623.5K0.1%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 20241,390$619.9K0.1%−762−35.4%ReducedHolders
Q1 20242,152$915.6K0.1%−42−1.9%ReducedHolders
Q4 20232,194$966.5K0.1%−70−3.1%ReducedHolders
Q3 20232,264$827.3K0.1%−454−16.7%ReducedHolders
Q2 20232,718$1.09M0.2%−262−8.8%ReducedHolders
Q1 20232,980$1.03M0.2%−146−4.7%ReducedHolders
Q4 20223,126$1.05M0.2%−41−1.3%ReducedHolders
Q3 20223,167$967.0K0.2%+9+0.3%AddedHolders
Q2 20223,158$1.06M0.2%+18+0.6%AddedHolders
Q1 20223,140$1.29M0.2%+2,093+199.9%AddedHolders
Q4 20211,047$494.0K0.1%00.0%UnchangedHolders
Q3 20211,047$445.0K0.1%+21+2.0%AddedHolders
Q2 20211,026$421.0K0.1%00.0%UnchangedHolders
Q1 20211,026$362.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.