Position in SPGI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$259,690
-$41,025 QoQ
Shares Held
712
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,532
of 1,991 holders
Holding Since
Jun 2024
9 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, 2026LVM CAPITAL MANAGEMENT LTD/MI holds $259,690 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
712 | $259,690 |
All Filings in SPGI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,690 | 674 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $300,715 | 707 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $369,471 | 707 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $344,103 | 707 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $372,794 | 707 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $359,226 | 707 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $352,107 | 707 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $285 | 638 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $284,547 | 638 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||