Position in SPGI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$237,765
-$303,678 QoQ
Shares Held
591
-53.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
All Filings in SPGI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $237,765 | 559 | Shares | Sole | 2026-04-27 | |
| 2024-06-30 | $541,443 | 1,214 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $633,920 | 1,490 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $656,374 | 1,490 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $658,834 | 1,803 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $722,804 | 1,803 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $621,620 | 1,803 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $603,896 | 1,803 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $754,519 | 2,471 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $950,172 | 2,819 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,355,644 | 3,305 | Shares | Sole | 2022-04-04 | |
| 2021-12-31 | $949,995 | 2,013 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $891,844 | 2,099 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $861,534 | 2,099 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $740,674 | 2,099 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $725,178 | 2,206 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $950,902 | 2,637 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||