Pinnacle Wealth Planning Services, Inc.
Position in SPGI — S&P Global Inc.
CIK 1726752
MANSFIELD, OH
Position in SPGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$770,943
-$345,574 QoQ
Shares Held
2,001
-27.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,110
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, 2026Pinnacle Wealth Planning Services, Inc. holds $2,574,427 across 11 Financial Data & Stock Exchanges names. SPGI ranks #1 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
2,001 | $770,943 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
3,943 | $485,422 | |
| 3 | MCO |
Moodys Corp /De/
|
1,051 | $476,018 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
869 | $210,880 | |
| 5 | CME |
Cme Group Inc.
|
928 | $204,930 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
2,432 | $191,690 | |
| 7 | MSCI |
MSCI Inc.
|
325 | $182,013 | |
| 8 | COIN |
Coinbase Global, Inc.
|
151 | $22,074 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,943 | 1,893 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,116,517 | 2,625 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,325,810 | 2,537 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,222,615 | 2,512 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,227,003 | 2,327 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,157,451 | 2,278 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,131,524 | 2,272 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $1,491,482 | 2,887 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,305,441 | 2,927 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,269,968 | 2,985 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,340,502 | 3,043 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,088,921 | 2,980 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,211,088 | 3,021 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,017,760 | 2,952 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $894,289 | 2,670 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $935,591 | 3,064 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,012,865 | 3,005 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,140,710 | 2,781 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $612,564 | 1,298 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $517,940 | 1,219 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $480,226 | 1,170 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $410,387 | 1,163 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $371,135 | 1,129 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $435,603 | 1,208 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $371,652 | 1,128 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $280,336 | 1,144 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||