Position in SPGI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$397,242
+$41,233 QoQ
Shares Held
1,090
+23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,367
of 1,991 holders
Holding Since
Mar 2020
17 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, 2026Wealthcare Advisory Partners LLC holds $1,521,609 across 4 Financial Data & Stock Exchanges names. SPGI ranks #2 (26.1% 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 | $397,242 | 1,031 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $356,009 | 837 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $440,020 | 842 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $368,439 | 757 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $396,522 | 752 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $366,340 | 721 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $351,609 | 706 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $377,649 | 731 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $383,113 | 859 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $294,836 | 693 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $298,232 | 677 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $286,116 | 783 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $314,297 | 784 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $249,268 | 723 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $236,802 | 707 | Shares | Sole | 2023-02-13 | |
| 2021-03-31 | $32,816 | 93 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $10,782 | 44 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||