Position in SPGI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,757,904
-$874,096 QoQ
Shares Held
6,854
-6.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $1,905,220 across 4 Financial Data & Stock Exchanges names.
All Filings in SPGI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,757,904 | 6,484 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,632,000 | 6,950 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,382,147 | 6,949 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,586,099 | 6,801 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,386,486 | 6,665 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,336,800 | 6,700 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,666,969 | 7,098 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,816,489 | 6,315 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $2,514,047 | 5,707 | Shares | Sole | 2024-02-08 | |
| 2020-09-30 | $337,160 | 935 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $307,075 | 932 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $229,611 | 937 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||