Position in SPGI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$257,756
-$39,075 QoQ
Shares Held
641
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $257,756 | 606 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $296,831 | 568 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $280,344 | 576 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $300,555 | 570 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $289,617 | 570 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $260,967 | 524 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $483,039 | 935 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $417,009 | 935 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $397,795 | 935 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $386,776 | 878 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $226,554 | 620 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $248,551 | 620 | Shares | Sole | 2023-08-14 | |
| 2021-12-31 | $219,919 | 466 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||