Position in SPGI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$645,759
-$189,183 QoQ
Shares Held
1,772
-14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,172
of 1,991 holders
Holding Since
Dec 2023
11 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, 2026LVW Advisors, LLC holds $2,537,507 across 5 Financial Data & Stock Exchanges names. SPGI ranks #2 (25.4% of the industry book) .
All Filings in SPGI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,759 | 1,676 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $834,942 | 1,963 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,075,727 | 3,972 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,114,755 | 4,345 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,246,255 | 4,260 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,738,718 | 3,422 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,587,221 | 3,187 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,624,253 | 3,144 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,209,105 | 2,711 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $607,542 | 1,428 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $335,676 | 762 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||