Position in SPGI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,247,096
-$306,041 QoQ
Shares Held
3,099
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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, 2026AIMZ Investment Advisors, LLC holds $2,020,102 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDS |
Factset Research Systems Inc
|
8,780 | $2,020,102 |
All Filings in SPGI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,247,096 | 2,932 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,553,137 | 2,972 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,458,183 | 2,996 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,579,760 | 2,996 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,552,753 | 3,056 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,534,430 | 3,081 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,612,887 | 3,122 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,392,411 | 3,122 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,328,254 | 3,122 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||