Pinnacle Wealth Management Advisory Group, LLC
Position in SPGI — S&P Global Inc.
CIK 1631864
RED BANK, NJ
Position in SPGI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$775,830
-$97,392 QoQ
Shares Held
2,014
-7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,108
of 1,991 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $1,371,194 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (56.6% of the industry book) .
All Filings in SPGI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $775,830 | 1,905 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $873,222 | 2,053 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $582,165 | 1,114 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $508,125 | 1,044 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $581,073 | 1,102 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $535,537 | 1,054 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $511,974 | 1,028 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $537,284 | 1,040 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $452,243 | 1,014 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $524,579 | 1,233 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $548,887 | 1,246 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $419,490 | 1,148 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $465,834 | 1,162 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $399,588 | 1,159 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $390,205 | 1,165 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $238,172 | 780 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $220,437 | 654 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||