Position in SPGI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,878,675
-$300,999 QoQ
Shares Held
9,639
+14.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
All Filings in SPGI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,878,675 | 9,119 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,179,674 | 7,998 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,570,018 | 7,335 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,592,427 | 6,813 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,397,664 | 6,687 | Shares | Sole | 2025-05-01 | |
| 2023-06-30 | $246,146 | 614 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $211,688 | 614 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $205,653 | 614 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $206,954 | 614 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $333,886 | 814 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $377,543 | 800 | Shares | Sole | 2022-01-20 | |
| 2020-12-31 | $4,713,658 | 14,339 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $5,133,501 | 14,236 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $4,689,818 | 14,234 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $3,178,788 | 12,972 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||