Position in SPGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$257,388
-$28,440 QoQ
Shares Held
668
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,537
of 1,991 holders
Holding Since
Sep 2024
8 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, 2026Elwood & Goetz Wealth Advisory Group, LLC holds $257,388 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
|
668 | $257,388 |
All Filings in SPGI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,388 | 632 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $285,828 | 672 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $330,276 | 632 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $297,866 | 612 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $322,701 | 612 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $310,957 | 612 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $304,794 | 612 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $316,171 | 612 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||