Position in SPGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$762,890
+$121,052 QoQ
Shares Held
2,093
+31.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,116
of 1,991 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $3,849,348 across 5 Financial Data & Stock Exchanges names. SPGI ranks #2 (19.8% of the industry book) .
All Filings in SPGI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $762,890 | 1,980 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $641,838 | 1,509 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $321,392 | 615 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $265,743 | 546 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $255,208 | 484 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $240,839 | 474 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $237,560 | 477 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $212,330 | 411 | Shares | Sole | 2024-10-30 | |
| 2022-03-31 | $339,218 | 827 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $392,645 | 832 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||