Position in SPGI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$216,922
-$40,834 QoQ
Shares Held
595
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,622
of 1,991 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $216,922 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
|
595 | $216,922 |
All Filings in SPGI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,922 | 563 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $257,756 | 606 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $324,528 | 621 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $307,600 | 632 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $340,102 | 645 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $329,756 | 649 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $342,644 | 688 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $359,567 | 696 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $335,837 | 753 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $327,171 | 769 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $222,022 | 504 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||