Position in SPGI
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$336,396
-$14,934 QoQ
Shares Held
873
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,433
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, 2026ACIMA PRIVATE WEALTH, LLC holds $340,021 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (98.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
873 | $336,396 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
46 | $3,625 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,396 | 826 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $351,330 | 826 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $431,659 | 826 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $402,022 | 826 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $435,541 | 826 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $419,690 | 826 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $411,372 | 826 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $426,728 | 826 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $368,395 | 826 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $351,421 | 826 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $363,869 | 826 | Shares | Sole | 2024-02-29 | |
| 2023-09-30 | $301,828 | 826 | Shares | Sole | 2024-02-29 | |
| 2023-06-30 | $331,135 | 826 | Shares | Sole | 2024-02-29 | |
| 2023-03-31 | $292,364 | 848 | Shares | Sole | 2024-02-29 | |
| 2022-12-31 | $7,368 | 22 | Shares | Sole | 2024-02-29 | |
| 2022-09-30 | $6,717 | 22 | Shares | Sole | 2024-02-29 | |
| 2022-06-30 | $7,415 | 22 | Shares | Sole | 2024-02-29 | |
| 2022-03-31 | $9,023 | 22 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $10,382 | 22 | Shares | Sole | 2022-03-10 | |
| 2021-09-30 | $9,347 | 22 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $9,029 | 22 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,763 | 22 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,232 | 22 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $7,933 | 22 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $7,248 | 22 | Shares | Sole | 2021-05-14 | |
| 2020-03-31 | $5,391 | 22 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||