Position in SPGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,499,194
+$102,803 QoQ
Shares Held
4,113
+18.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#926
of 1,991 holders
Holding Since
Jun 2025
5 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, 2026LifePlan Financial, LLC holds $1,499,194 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
|
4,113 | $1,499,194 |
All Filings in SPGI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,499,194 | 3,891 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,396,391 | 3,283 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,097,438 | 2,100 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,010,896 | 2,077 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $561,036 | 1,064 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||