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WealthPLAN Partners, LLC

Position in SPGI — S&P Global Inc.

CIK 1639943 OMAHA, NE

Position in SPGI

as of Mar 31, 2026 · filed Apr 29, 2026
Position Value
$532,950
-$579,121 QoQ
Shares Held
1,324
-41.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2021
19 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SPGI Over Time

Shares Held

Position Value (USD)

All Filings in SPGI

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19 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $532,950 1,253
2025-12-31 $1,112,071 2,128
2025-09-30 $1,062,487 2,183
2025-06-30 $1,084,635 2,057
2025-03-31 $1,972,952 3,883
2024-12-31 $1,897,494 3,810
2024-09-30 $2,459,628 4,761
2024-06-30 $3,399,411 7,622
2024-03-31 $3,076,003 7,230
2023-12-31 $2,443,123 5,546
2023-09-30 $1,964,809 5,377
2023-06-30 $824,229 2,056
2023-03-31 $1,720,057 4,989
2022-12-31 $2,860,053 8,539
2022-03-31 $3,660,445 8,924
2021-12-31 $2,497,925 5,293
2021-09-30 $2,022,901 4,761
2021-06-30 $1,874,935 4,568
2021-03-31 $1,259,040 3,568