HEADINVEST, LLC

Position in SPGI — S&P Global Inc.

CIK 1372130 Portland, ME

Position in SPGI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$428,437

-$21,998 QoQ

Shares Held

1,112

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,326

of 1,991 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HEADINVEST, LLC holds $1,371,336 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ICE	Intercontinental Exchange, Inc.	7,659	$942,899
2	SPGI	S&P Global Inc. This page	1,112	$428,437

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$428,437	1,052	-0.7%	Shares	Sole	2026-08-14
2026-03-31	$450,435	1,059	+0.5%	Shares	Sole	2026-05-15
2025-12-31	$550,809	1,054	-1.7%	Shares	Sole	2026-02-02
2025-09-30	$521,753	1,072	+9.2%	Shares	Sole	2025-11-14
2025-06-30	$517,798	982	0.0%	Shares	Sole	2025-08-14
2025-03-31	$498,954	982	-1.5%	Shares	Sole	2025-05-15
2024-12-31	$496,535	997	0.0%	Shares	Sole	2025-02-18
2024-09-30	$515,070	997	+2.0%	Shares	Sole	2024-11-15
2024-06-30	$435,741	977	0.0%	Shares	Sole	2024-08-14
2024-03-31	$415,664	977	-2.5%	Shares	Sole	2024-08-14
2023-12-31	$441,401	1,002	0.0%	Shares	Sole	2024-02-12
2023-09-30	$366,140	1,002	0.0%	Shares	Sole	2023-12-11
2023-06-30	$401,691	1,002	-6.4%	Shares	Sole	2023-08-23
2023-03-31	$368,903	1,070	-2.6%	Shares	Sole	2023-05-17
2022-12-31	$367,764	1,098	+4.0%	Shares	Sole	2023-02-13
2022-09-30	$322,449	1,056	—	Shares	Sole	2022-12-28
No filing history on record for this holder in this stock.