FORTEM FINANCIAL GROUP, LLC

Position in SPGI — S&P Global Inc.

CIK 1766509 PALM DESERT, CA

Position in SPGI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,596,289

-$34,464 QoQ

Shares Held

4,379

+8.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#910

of 1,991 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FORTEM FINANCIAL GROUP, LLC holds $4,448,595 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (35.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NDAQ	Nasdaq, Inc.	28,817	$2,271,355
2	SPGI	S&P Global Inc. This page	4,379	$1,596,289
3	CBOE	Cboe Global Markets, Inc.	2,394	$580,951

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,596,289	4,143	+8.1%	Shares	Sole	2026-07-20
2026-03-31	$1,630,753	3,834	+63.8%	Shares	Sole	2026-04-16
2025-12-31	$1,222,860	2,340	+12.6%	Shares	Sole	2026-02-04
2025-09-30	$1,011,870	2,079	+19.0%	Shares	Sole	2025-11-04
2025-06-30	$921,175	1,747	+167.9%	Shares	Sole	2025-08-12
2025-03-31	$331,281	652	-8.6%	Shares	Sole	2025-05-01
2022-06-30	$240,323	713	-91.9%	Shares	Sole	2022-07-25
2022-03-31	$3,628,862	8,847	+64.5%	Shares	Sole	2022-04-27
2021-12-31	$2,538,039	5,378	+4.3%	Shares	Sole	2022-01-20
2021-09-30	$2,189,883	5,154	+2.6%	Shares	Sole	2021-10-15
2021-06-30	$2,062,511	5,025	+18.7%	Shares	Sole	2021-07-14
2021-03-31	$1,494,404	4,235	-0.4%	Shares	Sole	2021-04-20
2020-12-31	$1,398,417	4,254	-5.8%	Shares	Sole	2021-01-29
2020-09-30	$1,628,108	4,515	—	Shares	Sole	2020-10-15
No filing history on record for this holder in this stock.