Position in SPGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$454,909
-$32,530 QoQ
Shares Held
1,181
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,306
of 1,991 holders
Holding Since
Dec 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $10,871,462 across 6 Financial Data & Stock Exchanges names. SPGI ranks #4 (4.2% 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 | $454,909 | 1,117 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $487,439 | 1,146 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $586,345 | 1,122 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $549,495 | 1,129 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $561,036 | 1,064 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $643,254 | 1,266 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $694,751 | 1,395 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $731,534 | 1,416 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $618,155 | 1,386 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $510,114 | 1,199 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $528,183 | 1,199 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $431,549 | 1,181 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $478,662 | 1,194 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $456,820 | 1,325 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $392,214 | 1,171 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||