Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$414,997
-$101,791 QoQ
Shares Held
1,077
-16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,349
of 1,991 holders
Holding Since
Mar 2023
12 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, 2026Legacy Capital Wealth Partners, LLC holds $1,269,940 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (32.7% of the industry book) .
All Filings in SPGI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,997 | 1,019 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $516,788 | 1,215 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $640,172 | 1,225 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $643,430 | 1,322 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $708,150 | 1,343 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $753,512 | 1,483 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $846,650 | 1,700 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,846,916 | 3,575 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $857,211 | 1,922 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $903,506 | 2,051 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $724,242 | 1,982 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $555,079 | 1,610 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||