Position in SPGI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$385,298
+$27,162 QoQ
Shares Held
1,057
+18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,385
of 1,991 holders
Holding Since
Mar 2022
15 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, 2026NWAM LLC holds $2,296,748 across 5 Financial Data & Stock Exchanges names. SPGI ranks #3 (16.8% of the industry book) .
All Filings in SPGI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,298 | 1,000 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $358,136 | 842 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $454,130 | 869 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $421,490 | 866 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $533,617 | 1,012 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $519,786 | 1,023 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $506,496 | 1,017 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $541,934 | 1,049 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $500,857 | 1,123 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $443,744 | 1,043 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $315,852 | 717 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $222,169 | 608 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $228,908 | 571 | Shares | Sole | 2023-08-10 | |
| 2022-06-30 | $266,614 | 791 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $206,730 | 504 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||