Centerpoint Advisors, LLC

Position in SPGI — S&P Global Inc.

CIK 1733788 NEEDHAM, MA

Position in SPGI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$324,586

-$14,409 QoQ

Shares Held

842

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,442

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Centerpoint Advisors, LLC holds $406,299 across 5 Financial Data & Stock Exchanges names. SPGI ranks #1 (79.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	842	$324,586
2	ICE	Intercontinental Exchange, Inc.	375	$46,166
3	TRU	TransUnion	257	$18,539
4	MORN	Morningstar, Inc.	109	$17,006
5	COIN	Coinbase Global, Inc.	17	$2

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$324,586	797	0.0%	Shares	Sole	2026-08-05
2026-03-31	$338,995	797	-7.0%	Shares	Sole	2026-05-07
2025-12-31	$447,859	857	-0.2%	Shares	Sole	2026-02-13
2025-09-30	$418,083	859	+2.5%	Shares	Sole	2025-11-06
2025-06-30	$441,869	838	-7.5%	Shares	Sole	2025-08-01
2025-03-31	$460,338	906	-4.8%	Shares	Sole	2025-05-13
2024-12-31	$474,124	952	-8.0%	Shares	Sole	2025-01-31
2024-09-30	$534,701	1,035	0.0%	Shares	Sole	2024-10-15
2024-06-30	$461,609	1,035	-0.9%	Shares	Sole	2024-07-30
2024-03-31	$444,169	1,044	-7.4%	Shares	Sole	2024-05-02
2023-12-31	$496,466	1,127	-8.4%	Shares	Sole	2024-01-16
2023-09-30	$449,819	1,231	0.0%	Shares	Sole	2023-11-01
2023-06-30	$493,495	1,231	-0.2%	Shares	Sole	2023-07-17
2023-03-31	$425,446	1,234	+0.2%	Shares	Sole	2023-05-03
2022-12-31	$412,646	1,232	+9.6%	Shares	Sole	2023-01-24
2022-09-30	$343,213	1,124	-3.0%	Shares	Sole	2022-10-13
2022-06-30	$390,652	1,159	-12.5%	Shares	Sole	2022-07-18
2022-03-31	$543,488	1,325	+12.9%	Shares	Sole	2022-04-27
2021-12-31	$554,045	1,174	0.0%	Shares	Sole	2022-01-14
2021-09-30	$498,820	1,174	-0.8%	Shares	Sole	2021-10-25
2021-06-30	$485,972	1,184	-14.8%	Shares	Sole	2021-07-26
2021-03-31	$490,489	1,390	0.0%	Shares	Sole	2021-04-23
2020-12-31	$456,934	1,390	0.0%	Shares	Sole	2021-01-22
2020-09-30	$501,233	1,390	-0.7%	Shares	Sole	2020-10-13
2020-06-30	$461,272	1,400	+0.7%	Shares	Sole	2020-07-31
2020-03-31	$340,619	1,390	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.