Position in SPGI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,624,206
-$416,098 QoQ
Shares Held
9,406
-6.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#718
of 1,991 holders
Holding Since
Mar 2022
18 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, 2026Avestar Capital, LLC holds $5,211,632 across 4 Financial Data & Stock Exchanges names. SPGI ranks #1 (69.5% of the industry book) .
All Filings in SPGI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,624,206 | 8,899 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,040,304 | 9,499 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,044,657 | 1,999 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,129,653 | 2,321 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,446,356 | 2,743 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,271,774 | 2,503 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,148,457 | 2,306 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,004,309 | 1,944 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $803,245 | 1,801 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $705,821 | 1,659 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $630,384 | 1,431 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $498,784 | 1,365 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $506,724 | 1,264 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $378,902 | 1,099 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $353,026 | 1,054 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $243,669 | 798 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $336,048 | 997 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $225,188 | 549 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||