Position in SPGI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,061,319
-$42,012 QoQ
Shares Held
2,755
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,021
of 1,991 holders
Holding Since
Mar 2020
26 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, 2026River Wealth Advisors LLC holds $1,061,319 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
|
2,755 | $1,061,319 |
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,061,319 | 2,606 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,103,331 | 2,594 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,368,663 | 2,619 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,355,000 | 2,784 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,467,975 | 2,784 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,433,858 | 2,822 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,489,607 | 2,991 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,582,923 | 3,064 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,426,307 | 3,198 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,358,461 | 3,193 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,419,355 | 3,222 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,202,929 | 3,292 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,363,025 | 3,400 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,270,822 | 3,686 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,237,938 | 3,696 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,134,069 | 3,714 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,287,232 | 3,819 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,703,477 | 4,153 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,976,442 | 4,188 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,819,803 | 4,283 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,861,390 | 4,535 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,639,787 | 4,647 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,565,412 | 4,762 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,743,140 | 4,834 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,646,741 | 4,998 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,176,975 | 4,803 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||