Shepherd Financial Partners LLC

Position in SPGI — S&P Global Inc.

CIK 1696628 WINCHESTER, MA

Position in SPGI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$936,290

-$56,878 QoQ

Shares Held

2,430

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,055

of 1,991 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $1,772,822 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (52.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPGI	S&P Global Inc. This page	2,430	$936,290
2	ICE	Intercontinental Exchange, Inc.	6,795	$836,532

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$936,290	2,299	-1.5%	Shares	Sole	2026-08-10
2026-03-31	$993,168	2,335	-2.8%	Shares	Sole	2026-05-11
2025-12-31	$1,255,261	2,402	-0.8%	Shares	Sole	2026-02-10
2025-09-30	$1,178,811	2,422	-0.1%	Shares	Sole	2025-11-07
2025-06-30	$1,278,678	2,425	+0.7%	Shares	Sole	2025-08-13
2025-03-31	$1,223,504	2,408	+4.5%	Shares	Sole	2025-04-18
2024-12-31	$1,147,461	2,304	+1.6%	Shares	Sole	2025-01-28
2024-09-30	$1,171,177	2,267	-4.4%	Shares	Sole	2024-10-28
2024-06-30	$1,057,465	2,371	-0.3%	Shares	Sole	2024-08-08
2024-03-31	$1,011,294	2,377	+6.0%	Shares	Sole	2024-04-23
2023-12-31	$988,086	2,243	-0.2%	Shares	Sole	2024-02-12
2023-09-30	$821,441	2,248	+2.4%	Shares	Sole	2023-11-08
2023-06-30	$879,953	2,195	+0.1%	Shares	Sole	2023-08-11
2023-03-31	$756,080	2,193	+0.5%	Shares	Sole	2023-05-02
2022-12-31	$731,174	2,183	-3.3%	Shares	Sole	2023-02-14
2022-09-30	$689,174	2,257	+1.0%	Shares	Sole	2022-11-09
2022-06-30	$753,329	2,235	-30.2%	Shares	Sole	2022-08-15
2022-03-31	$1,313,806	3,203	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.