Position in SPGI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$225,430
-$47,884 QoQ
Shares Held
560
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,430 | 530 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $273,314 | 523 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $254,549 | 523 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $275,772 | 523 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $265,736 | 523 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $281,386 | 565 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $290,340 | 562 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $501,303 | 1,124 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $239,102 | 562 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $315,852 | 717 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||