Position in SPGI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$363,683
-$7,213 QoQ
Shares Held
944
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,401
of 1,991 holders
Holding Since
Jun 2024
9 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, 2026Joel Isaacson & Co., LLC holds $2,414,248 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (15.1% of the industry book) .
All Filings in SPGI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,683 | 893 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $370,896 | 872 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $450,472 | 862 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $419,544 | 862 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $454,524 | 862 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $437,982 | 862 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $409,878 | 823 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $425,178 | 823 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $398,277 | 893 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||