Position in SPGI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$504,355
-$52,415 QoQ
Shares Held
1,309
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#398
of 725 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
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, 2026Formidable Asset Management, LLC holds $1,203,880 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (41.9% of the industry book) .
All Filings in SPGI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,355 | 1,309 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $556,770 | 1,309 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $708,109 | 1,355 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $659,492 | 1,355 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $714,478 | 1,355 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $800,765 | 1,576 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $784,895 | 1,576 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $861,205 | 1,667 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $836,249 | 1,875 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $914,292 | 2,149 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $920,246 | 2,089 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $790,381 | 2,163 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $796,969 | 1,988 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $724,017 | 2,100 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||