Position in SPGI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$308,371
+$4,224 QoQ
Shares Held
766
+24.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $308,371 | 725 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $304,147 | 582 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $288,619 | 593 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $312,683 | 593 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $308,924 | 608 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $302,802 | 608 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $314,104 | 608 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $284,547 | 638 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $258,673 | 608 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $267,836 | 608 | Shares | Sole | 2024-02-02 | |
| 2022-09-30 | $205,500 | 673 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $203,247 | 603 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $247,338 | 603 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $282,214 | 598 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $215,844 | 508 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $208,508 | 508 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||