Position in SPGI
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$361,538
+$145,709 QoQ
Shares Held
898
+105.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $361,538 | 850 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $215,829 | 413 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,173,457 | 2,411 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $764,182 | 1,504 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $747,044 | 1,500 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,344,245 | 2,602 | Shares | Sole | 2024-10-24 | |
| 2023-03-31 | $21,375 | 62 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||