Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,951
-$1,374 QoQ
Shares Held
80
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,803
of 1,991 holders
Holding Since
Dec 2020
17 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, 2026Heritage Wealth Advisors holds $66,301 across 5 Financial Data & Stock Exchanges names. SPGI ranks #1 (46.7% of the industry book) .
All Filings in SPGI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,951 | 76 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,325 | 76 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,406 | 18 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,760 | 18 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,491 | 18 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,145 | 18 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,458 | 21 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $12,398 | 24 | Shares | Sole | 2024-11-12 | |
| 2023-06-30 | $39,287 | 98 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $33,787 | 98 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $125,602 | 375 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $89,320 | 265 | Shares | Sole | 2022-08-04 | |
| 2021-12-31 | $673,916 | 1,428 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $606,742 | 1,428 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $586,122 | 1,428 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $503,898 | 1,428 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $469,426 | 1,428 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||