Position in SPGI
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$250,950
-$76,713 QoQ
Shares Held
624
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
All Filings in SPGI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $250,950 | 590 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $327,663 | 627 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $305,167 | 627 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $319,537 | 606 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $289,108 | 569 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $283,379 | 569 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $293,956 | 569 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $253,773 | 569 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $242,081 | 569 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $250,655 | 569 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $207,918 | 569 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $228,106 | 569 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||