Wealth Architects, LLC

Position in SPGI — S&P Global Inc.

CIK 1611518 MOUNTAIN VIEW, CA

Position in SPGI

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$242,737

-$32,457 QoQ

Shares Held

666

-2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,564

of 1,991 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wealth Architects, LLC holds $242,737 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPGI	S&P Global Inc. This page	666	$242,737

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,737	630	-2.6%	Shares	Sole	2026-07-23
2026-03-31	$275,194	647	-3.0%	Shares	Sole	2026-05-15
2025-12-31	$348,567	667	-2.6%	Shares	Sole	2026-02-17
2025-09-30	$333,396	685	+0.6%	Shares	Sole	2025-11-13
2025-06-30	$359,084	681	-3.0%	Shares	Sole	2025-07-25
2025-03-31	$356,686	702	+3.4%	Shares	Sole	2025-05-14
2024-12-31	$338,162	679	-2.0%	Shares	Sole	2025-02-10
2024-09-30	$358,017	693	-0.1%	Shares	Sole	2024-10-31
2024-06-30	$309,523	694	+2.5%	Shares	Sole	2024-08-08
2024-03-31	$288,029	677	-0.1%	Shares	Sole	2024-05-13
2023-12-31	$298,672	678	+1.5%	Shares	Sole	2024-02-14
2023-09-30	$244,093	668	+2.0%	Shares	Sole	2023-11-09
2023-06-30	$262,582	655	+1.1%	Shares	Sole	2023-08-02
2023-03-31	$223,410	648	+0.9%	Shares	Sole	2023-04-21
2022-12-31	$215,031	642	-6.1%	Shares	Sole	2023-02-10
2022-09-30	$208,859	684	+5.4%	Shares	Sole	2022-10-24
2022-06-30	$218,751	649	-7.8%	Shares	Sole	2022-07-29
2022-03-31	$288,766	704	+23.5%	Shares	Sole	2022-05-17
2021-12-31	$269,000	570	—	Shares	Sole	2022-01-19
No filing history on record for this holder in this stock.