Position in SPGI
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$206,715
-$22,179 QoQ
Shares Held
486
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026Valmark Advisers, Inc. holds $1,895,694 across 6 Financial Data & Stock Exchanges names. SPGI ranks #6 (10.9% of the industry book) .
All Filings in SPGI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,715 | 486 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $228,894 | 438 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $300,786 | 618 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $317,428 | 602 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $286,060 | 563 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $319,735 | 642 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||