BSW Wealth Partners

Position in SPGI — S&P Global Inc.

CIK 1512601 BOULDER, CO

Position in SPGI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$590,661

-$85,629 QoQ

Shares Held

1,620

-3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,212

of 1,991 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BSW Wealth Partners holds $2,145,490 across 5 Financial Data & Stock Exchanges names. SPGI ranks #2 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	3,249	$717,476
2	SPGI	S&P Global Inc. This page	1,620	$590,661
3	CBOE	Cboe Global Markets, Inc.	1,313	$318,625
4	MCO	Moodys Corp /De/	612	$277,187
5	ICE	Intercontinental Exchange, Inc.	1,962	$241,541

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$590,661	1,533	-3.6%	Shares	Sole	2026-07-15
2026-03-31	$676,290	1,590	-17.6%	Shares	Sole	2026-04-14
2025-12-31	$1,008,598	1,930	+1.2%	Shares	Sole	2026-01-23
2025-09-30	$928,642	1,908	+4.6%	Shares	Sole	2025-10-15
2025-06-30	$961,777	1,824	-0.5%	Shares	Sole	2025-07-18
2025-03-31	$931,347	1,833	+29.1%	Shares	Sole	2025-04-24
2024-12-31	$707,202	1,420	+6.6%	Shares	Sole	2025-01-22
2024-09-30	$688,137	1,332	+19.6%	Shares	Sole	2024-10-29
2024-06-30	$496,843	1,114	-0.4%	Shares	Sole	2024-07-16
2024-03-31	$475,653	1,118	+92.1%	Shares	Sole	2024-04-23
2023-12-31	$256,382	582	+10.4%	Shares	Sole	2024-01-25
2023-06-30	$211,269	527	-63.8%	Shares	Sole	2023-08-11
2022-06-30	$490,422	1,455	-18.3%	Shares	Sole	2022-08-15
2022-03-31	$730,530	1,781	+112.5%	Shares	Sole	2022-05-16
2021-12-31	$395,477	838	+7.7%	Shares	Sole	2022-02-14
2021-09-30	$330,564	778	+42.5%	Shares	Sole	2021-11-15
2021-06-30	$224,105	546	-6.7%	Shares	Sole	2021-08-16
2021-03-31	$206,428	585	+3.2%	Shares	Sole	2021-05-17
2020-09-30	$204,460	567	-27.2%	Shares	Sole	2020-11-13
2020-06-30	$256,664	779	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.