Position in SPGI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$75,133
-$7,382 QoQ
Shares Held
206
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,745
of 1,991 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026ATWOOD & PALMER INC holds $82,862 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (90.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
206 | $75,133 | |
| 2 | CME |
Cme Group Inc.
|
35 | $7,729 |
All Filings in SPGI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,133 | 195 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $82,515 | 194 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $101,382 | 194 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $93,935 | 193 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $101,766 | 193 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $98,063 | 193 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $96,119 | 193 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $100,740 | 195 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $4,013 | 9 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,829 | 9 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $3,964 | 9 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,557 | 7 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,806 | 7 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||