Position in SPGI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$243,893
-$25,347 QoQ
Shares Held
669
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,567
of 1,998 holders
Holding Since
Jun 2020
25 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 Jun 30, 2026AVALON CAPITAL MANAGEMENT holds $243,893 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
669 | $243,893 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,893 | 633 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $269,240 | 633 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $367,903 | 704 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $342,643 | 704 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $343,793 | 652 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $331,281 | 652 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $324,715 | 652 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $336,836 | 652 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $289,453 | 649 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $276,967 | 651 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $278,849 | 633 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $231,304 | 633 | Shares | Sole | 2023-12-06 | |
| 2023-06-30 | $276,614 | 690 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $237,891 | 690 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $234,458 | 700 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $213,744 | 700 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $269,647 | 800 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $328,143 | 800 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $377,543 | 800 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $339,912 | 800 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $328,360 | 800 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $282,296 | 800 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $262,983 | 800 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $288,479 | 800 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $263,584 | 800 | Shares | Sole | 2020-07-14 | |
| No filing history on record for this holder in this stock. | ||||||