Position in SPGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$491,155
+$80,702 QoQ
Shares Held
1,275
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,273
of 1,991 holders
Holding Since
Jun 2023
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, 2026Van Hulzen Asset Management, LLC holds $15,074,855 across 5 Financial Data & Stock Exchanges names. SPGI ranks #5 (3.3% 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 | $491,155 | 1,206 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $410,453 | 965 | Shares | Sole | 2026-05-14 | |
| 2024-12-31 | $6,847,413 | 13,749 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,948,023 | 13,449 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,850,627 | 13,118 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,049,818 | 4,818 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,122,425 | 4,818 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,760,545 | 4,818 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $331,135 | 826 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||