Biltmore Family Office, LLC

Family Office

Position in SPGI — S&P Global Inc.

CIK 1731123 CHARLOTTE, NC

Position in SPGI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$342,505

-$12,228 QoQ

Shares Held

889

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,428

of 1,991 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Biltmore Family Office, LLC holds $342,505 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	889	$342,505

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$342,505	841	+0.8%	Shares	Sole	2026-08-12
2026-03-31	$354,733	834	+1.0%	Shares	Sole	2026-05-11
2025-12-31	$431,659	826	0.0%	Shares	Sole	2026-02-04
2025-09-30	$402,022	826	+7.4%	Shares	Sole	2025-10-31
2025-06-30	$405,486	769	+0.1%	Shares	Sole	2025-08-01
2025-03-31	$390,220	768	-4.4%	Shares	Sole	2025-05-12
2024-12-31	$399,918	803	+9.0%	Shares	Sole	2025-02-12
2024-09-30	$380,748	737	+6.5%	Shares	Sole	2024-11-12
2024-06-30	$308,631	692	0.0%	Shares	Sole	2024-08-07
2024-03-31	$294,411	692	0.0%	Shares	Sole	2024-05-14
2023-12-31	$304,839	692	0.0%	Shares	Sole	2024-02-14
2023-09-30	$252,863	692	+28.6%	Shares	Sole	2023-11-14
2023-06-30	$215,678	538	-20.5%	Shares	Sole	2023-08-07
2023-03-31	$233,409	677	+1.2%	Shares	Sole	2023-05-12
2022-12-31	$224,074	669	+18.8%	Shares	Sole	2023-02-07
2022-03-31	$230,931	563	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.