Position in SPGI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$589,505
-$56,161 QoQ
Shares Held
1,617
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,214
of 1,991 holders
Holding Since
Dec 2021
19 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, 2026Nova R Wealth, Inc. holds $589,505 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
|
1,617 | $589,505 |
All Filings in SPGI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,505 | 1,530 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $645,666 | 1,518 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $788,065 | 1,508 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $733,958 | 1,508 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $786,716 | 1,492 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $758,085 | 1,492 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $743,060 | 1,492 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $770,797 | 1,492 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $665,431 | 1,492 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $634,771 | 1,492 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $657,255 | 1,492 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $545,191 | 1,492 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $598,127 | 1,492 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $514,396 | 1,492 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $499,730 | 1,492 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $455,582 | 1,492 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $502,893 | 1,492 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $611,988 | 1,492 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $704,119 | 1,492 | Shares | Sole | 2022-01-27 | |
| No filing history on record for this holder in this stock. | ||||||