Position in SPGI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,974,396
-$1,179,925 QoQ
Shares Held
5,124
-34.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#859
of 1,991 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Private Wealth Partners, LLC holds $1,974,396 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
|
5,124 | $1,974,396 |
All Filings in SPGI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,974,396 | 4,848 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,154,321 | 7,416 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,155,635 | 7,952 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,940,891 | 8,097 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,276,322 | 8,110 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,054,638 | 7,980 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,257,160 | 8,548 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,439,316 | 8,593 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,832,477 | 8,593 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,614,197 | 8,495 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,991,991 | 9,062 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,288,689 | 9,000 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,628,054 | 9,050 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,265,317 | 9,471 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,255,282 | 9,719 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||