Position in SPGI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$256,608
-$26,668 QoQ
Shares Held
704
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,538
of 1,991 holders
Holding Since
Dec 2025
3 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, 2026Targeted Financial Services LLC holds $256,608 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
|
704 | $256,608 |
All Filings in SPGI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,608 | 666 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $283,276 | 666 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $348,044 | 666 | Shares | Sole | 2026-03-03 | |
| No filing history on record for this holder in this stock. | ||||||