Position in SPGI
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$407
-$5,690 QoQ
Shares Held
1
-92.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,984
of 1,991 holders
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Kozak & Associates, Inc. holds $637 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (63.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1 | $407 | |
| 2 | FDS |
Factset Research Systems Inc
|
1 | $230 |
All Filings in SPGI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407 | 1 | Shares | Sole | 2026-07-02 | |
| 2025-03-31 | $6,097 | 12 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $3,616 | 7 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||