Position in SPGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$918,550
-$1,813,408 QoQ
Shares Held
2,520
-62.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,062
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Legacy Financial Strategies, LLC holds $918,550 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
2,520 | $918,550 |
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918,550 | 2,384 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,731,958 | 6,423 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,541,069 | 6,776 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,572,451 | 7,340 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,861,872 | 7,324 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,687,281 | 7,257 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $3,642,591 | 7,314 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,756,861 | 7,272 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,241,527 | 7,268 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,810,522 | 6,606 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,920,206 | 6,629 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,433,265 | 6,659 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,581,330 | 6,439 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,055,863 | 5,963 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,808,676 | 5,400 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,505,680 | 4,931 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,497,894 | 4,444 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,681,737 | 4,100 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,848,077 | 3,916 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,630,302 | 3,837 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,506,761 | 3,671 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,229,046 | 3,483 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,049,634 | 3,193 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,144,544 | 3,174 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,124,844 | 3,414 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $858,655 | 3,504 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||