Position in SPGI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$854,933
-$133,807 QoQ
Shares Held
2,125
+6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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, 2026SlateStone Wealth, LLC holds $391,136 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDS |
Factset Research Systems Inc
|
1,700 | $391,136 |
All Filings in SPGI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $854,933 | 2,010 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $988,740 | 1,892 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $920,855 | 1,892 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $988,668 | 1,875 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $955,228 | 1,880 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,105,128 | 2,219 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,112,799 | 2,154 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $962,913 | 2,159 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $941,095 | 2,212 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||