Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,473,697
+$43,305 QoQ
Shares Held
6,420
+6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#802
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, 2026WealthShield Partners, LLC holds $8,154,429 across 3 Financial Data & Stock Exchanges names. SPGI ranks #3 (30.3% of the industry book) .
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,473,697 | 6,074 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,430,392 | 5,714 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,415,125 | 6,535 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,244,895 | 6,667 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,699,197 | 5,119 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,537,959 | 4,995 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,301,396 | 4,621 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,402,799 | 4,651 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,976,671 | 4,432 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,680,527 | 3,950 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,771,330 | 4,021 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,136,186 | 5,846 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,013,670 | 5,023 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,673,513 | 4,854 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,567,519 | 4,680 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,201,552 | 3,935 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,266,334 | 3,757 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,323,650 | 3,227 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $494,582 | 1,048 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $419,366 | 987 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $513,062 | 1,250 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $419,562 | 1,189 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $504,929 | 1,536 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $554,242 | 1,537 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $569,341 | 1,728 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $634,189 | 2,588 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||