NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in SPGI — S&P Global Inc.

CIK 1109767 CEDAR RAPIDS, IA

Position in SPGI

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,098,869

-$129,087 QoQ

Shares Held

3,015

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,008

of 1,991 holders

Holding Since

Sep 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $1,098,869 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	3,015	$1,098,869

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,098,869	2,852	-1.2%	Shares	Sole	2026-07-23
2026-03-31	$1,227,956	2,887	-2.7%	Shares	Sole	2026-04-15
2025-12-31	$1,550,524	2,967	+0.3%	Shares	Sole	2026-01-26
2025-09-30	$1,440,174	2,959	+0.7%	Shares	Sole	2025-10-28
2025-06-30	$1,549,705	2,939	-2.7%	Shares	Sole	2025-08-11
2025-03-31	$1,534,970	3,021	-23.0%	Shares	Sole	2025-05-13
2024-12-31	$1,953,273	3,922	+1.6%	Shares	Sole	2025-01-30
2024-09-30	$1,994,153	3,860	+13.5%	Shares	Sole	2024-11-04
2024-06-30	$1,517,291	3,402	+8.7%	Shares	Sole	2024-07-29
2024-03-31	$1,332,083	3,131	+263.6%	Shares	Sole	2024-04-23
2023-12-31	$379,287	861	-76.4%	Shares	Sole	2024-02-09
2022-09-30	$1,115,138	3,652	+1.1%	Shares	Sole	2022-11-14
2022-06-30	$1,217,797	3,613	+2.5%	Shares	Sole	2022-08-15
2022-03-31	$1,446,294	3,526	-2.2%	Shares	Sole	2022-05-13
2021-12-31	$1,702,251	3,607	+5.0%	Shares	Sole	2022-02-10
2021-09-30	$1,459,497	3,435	+30.3%	Shares	Sole	2021-11-12
2021-06-30	$1,082,356	2,637	+1.9%	Shares	Sole	2021-08-16
2021-03-31	$913,227	2,588	+2.3%	Shares	Sole	2021-05-14
2020-12-31	$831,358	2,529	+3.6%	Shares	Sole	2021-02-16
2020-09-30	$880,585	2,442	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.