Position in SPGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$97,095
-$9,239 QoQ
Shares Held
266
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,724
of 1,991 holders
Holding Since
Dec 2021
8 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $98,614 across 5 Financial Data & Stock Exchanges names. SPGI ranks #1 (98.5% of the industry book) .
All Filings in SPGI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,095 | 252 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $106,334 | 250 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $130,647 | 250 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,920 | 6 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,800 | 11 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,097 | 12 | Shares | Sole | 2025-04-18 | |
| 2022-03-31 | $230,110 | 561 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $218,031 | 462 | Shares | Other | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||