Position in SPGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$374,679
-$16,633 QoQ
Shares Held
972
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,388
of 1,991 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 100%
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, 2026Alpha Family Trust holds $750,859 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDS |
Factset Research Systems Inc
|
1,635 | $376,180 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
972 | $374,679 |
All Filings in SPGI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,679 | 920 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $391,312 | 920 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $480,782 | 920 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $447,773 | 920 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $485,106 | 920 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $467,452 | 920 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $458,187 | 920 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $475,290 | 920 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $410,319 | 920 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $391,414 | 920 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $405,278 | 920 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $336,177 | 920 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $368,818 | 920 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $317,188 | 920 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $348,337 | 1,040 | Shares | Defined | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||