Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$305,444
-$13,560 QoQ
Shares Held
793
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,468
of 1,991 holders
Holding Since
Sep 2021
20 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, 2026Somerset Group LLC holds $305,444 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
|
793 | $305,444 |
All Filings in SPGI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,444 | 750 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $319,004 | 750 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $391,942 | 750 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $365,032 | 750 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $395,467 | 750 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $381,075 | 750 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $373,522 | 750 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $387,465 | 750 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $334,499 | 750 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $319,087 | 750 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $330,389 | 750 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $274,057 | 750 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $300,667 | 750 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $258,577 | 750 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $251,205 | 750 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $229,012 | 750 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $252,794 | 750 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $307,634 | 750 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $353,947 | 750 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $318,667 | 750 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||