Position in SPGI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,894,803
-$71,517 QoQ
Shares Held
7,513
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#766
of 1,991 holders
Holding Since
Mar 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, 2026S.E.E.D. Planning Group LLC holds $2,894,803 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
|
7,513 | $2,894,803 |
All Filings in SPGI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,894,803 | 7,108 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,966,320 | 6,974 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,890,445 | 5,531 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,155,151 | 4,428 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,435,283 | 2,722 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,055,831 | 2,078 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $457,689 | 919 | Shares | Sole | 2025-01-14 | |
| 2024-03-31 | $498,201 | 1,171 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||