Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,263,143
-$1,604,473 QoQ
Shares Held
5,874
-38.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#827
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $9,123,974 across 9 Financial Data & Stock Exchanges names. SPGI ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
11,389 | $2,515,032 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
5,874 | $2,263,143 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
11,083 | $1,364,428 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
10,300 | $811,846 | |
| 5 | COIN |
Coinbase Global, Inc.
|
5,335 | $779,923 | |
| 6 | MCO |
Moodys Corp /De/
|
964 | $436,614 | |
| 7 | MSCI |
MSCI Inc.
|
770 | $431,230 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,256 | $304,793 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,263,143 | 5,557 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,867,616 | 9,093 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $612,998 | 1,173 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $998,728 | 2,052 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,567,633 | 2,973 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $1,595,434 | 3,140 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $1,762,030 | 3,538 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $1,934,225 | 3,744 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $1,747,873 | 3,919 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $1,700,098 | 3,996 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $1,875,293 | 4,257 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,533,260 | 4,196 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,698,971 | 4,238 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,705,232 | 4,946 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,924,230 | 5,745 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,705,684 | 5,586 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,012,247 | 5,970 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,589,055 | 6,312 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,040,173 | 6,442 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,536,593 | 5,970 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,681,880 | 6,534 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,377,638 | 6,738 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,299,137 | 6,994 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,638,149 | 7,316 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,549,845 | 7,739 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,701,627 | 6,944 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||