Position in SPGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$207,702
-$38,569 QoQ
Shares Held
539
-11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,638
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, 2026D.B. Root & Company, LLC holds $948,842 across 3 Financial Data & Stock Exchanges names. SPGI ranks #3 (21.9% 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 | $207,702 | 510 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $246,271 | 579 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $400,303 | 766 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $416,137 | 855 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $555,763 | 1,054 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $234,234 | 461 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $257,481 | 517 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $281,041 | 544 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $425,929 | 955 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $396,944 | 933 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $291,624 | 662 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $233,496 | 639 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $262,582 | 655 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $213,067 | 618 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $208,332 | 622 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $201,225 | 659 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $223,470 | 663 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $278,512 | 679 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $315,249 | 668 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $291,049 | 685 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $354,218 | 863 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $319,347 | 905 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $296,514 | 902 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $358,796 | 995 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $332,774 | 1,010 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $252,156 | 1,029 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||