Position in SPGI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,435,247
-$240,889 QoQ
Shares Held
17,654
+6.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.03%
of 13F equity value
Holder Rank
#572
of 1,991 holders
Holding Since
Mar 2021
22 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, 2026Financial & Tax Architects, LLC holds $6,435,247 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
|
17,654 | $6,435,247 |
All Filings in SPGI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,435,247 | 16,702 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,676,136 | 15,696 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,669,530 | 14,676 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,094,285 | 14,576 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,401,570 | 14,037 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,108,827 | 13,991 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,966,941 | 13,989 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,937,174 | 13,428 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,484,839 | 14,540 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,866,104 | 13,788 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $6,082,699 | 13,808 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $5,419,395 | 14,831 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $5,987,291 | 14,935 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $5,125,351 | 14,866 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $4,837,539 | 14,443 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,612,616 | 15,106 | Shares | Sole | 2023-08-25 | |
| 2022-06-30 | $4,801,756 | 14,246 | Shares | Sole | 2023-08-25 | |
| 2022-03-31 | $4,511,979 | 11,000 | Shares | Sole | 2023-08-25 | |
| 2021-12-31 | $4,655,117 | 9,864 | Shares | Sole | 2023-08-25 | |
| 2021-09-30 | $4,248,900 | 10,000 | Shares | Sole | 2023-08-25 | |
| 2021-06-30 | $3,483,899 | 8,488 | Shares | Sole | 2023-08-25 | |
| 2021-03-31 | $2,874,126 | 8,145 | Shares | Sole | 2023-08-25 | |
| No filing history on record for this holder in this stock. | ||||||