Position in SPGI
as of Mar 31, 2026
· filed Jun 10, 2026
Position Value
$226,280
+$10,936 QoQ
Shares Held
562
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
7 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, 2026FAS Wealth Partners, Inc. holds $4,028,822 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
18,244 | $4,028,822 |
All Filings in SPGI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,280 | 532 | Shares | Sole | 2026-06-10 | |
| 2022-03-31 | $215,344 | 525 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $247,763 | 525 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $261,307 | 615 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $252,426 | 615 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $217,015 | 615 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $202,168 | 615 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||