Position in SPGI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$477,308
-$21,190 QoQ
Shares Held
1,239
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,291
of 1,991 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Paulson Wealth Management Inc. holds $477,308 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
|
1,239 | $477,308 |
All Filings in SPGI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,308 | 1,172 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $498,498 | 1,172 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $612,475 | 1,172 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $570,424 | 1,172 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $617,983 | 1,172 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $595,493 | 1,172 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $583,691 | 1,172 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $591,529 | 1,145 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $510,669 | 1,145 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $487,140 | 1,145 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||