Position in SPGI
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$2,443
-$109 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,945
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, 2026BURKETT FINANCIAL SERVICES, LLC holds $15,953 across 4 Financial Data & Stock Exchanges names. SPGI ranks #3 (15.3% of the industry book) .
All Filings in SPGI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,443 | 6 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $2,552 | 6 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $3,135 | 6 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $2,920 | 6 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $3,163 | 6 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $3,048 | 6 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,988 | 6 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $3,099 | 6 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||