Position in SPGI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$302,458
-$29,307 QoQ
Shares Held
830
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,476
of 1,991 holders
Holding Since
Jun 2020
18 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, 2026Abundance Wealth Counselors holds $839,665 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (36.0% of the industry book) .
All Filings in SPGI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,458 | 785 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $331,765 | 780 | Shares | Sole | 2026-04-23 | |
| 2024-03-31 | $1,363,992 | 3,206 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,369,136 | 3,108 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,137,155 | 3,112 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,340,576 | 3,344 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,173,941 | 3,405 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,346,458 | 4,020 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,183,841 | 3,877 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,305,096 | 3,872 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,495,926 | 3,647 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,633,821 | 3,462 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,476,917 | 3,476 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,420,157 | 3,460 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,091,074 | 3,092 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $922,744 | 2,807 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $832,625 | 2,309 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $683,012 | 2,073 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||