Outlook Wealth Advisors, LLC

Position in SPGI — S&P Global Inc.

CIK 1767151 SHENANDOAH, TX

Position in SPGI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$796,193

-$35,346 QoQ

Shares Held

2,066

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,100

of 1,991 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $1,110,066 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (71.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPGI	S&P Global Inc. This page	2,066	$796,193
2	MCO	Moodys Corp /De/	693	$313,873

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$796,193	1,955	0.0%	Shares	Sole	2026-08-03
2026-03-31	$831,539	1,955	0.0%	Shares	Sole	2026-04-17
2025-12-31	$1,021,663	1,955	0.0%	Shares	Sole	2026-02-11
2025-09-30	$951,518	1,955	-0.4%	Shares	Sole	2025-10-30
2025-06-30	$1,035,070	1,963	+0.4%	Shares	Sole	2025-08-11
2025-03-31	$993,335	1,955	0.0%	Shares	Sole	2025-04-14
2024-12-31	$973,648	1,955	0.0%	Shares	Sole	2025-01-14
2024-09-30	$1,009,992	1,955	-22.6%	Shares	Sole	2024-10-23
2024-06-30	$1,126,149	2,525	+0.8%	Shares	Sole	2024-07-18
2024-03-31	$1,065,752	2,505	0.0%	Shares	Sole	2024-04-22
2023-12-31	$1,103,502	2,505	0.0%	Shares	Sole	2024-01-29
2023-09-30	$915,351	2,505	0.0%	Shares	Sole	2023-10-10
2023-06-30	$1,004,229	2,505	0.0%	Shares	Sole	2023-07-10
2023-03-31	$863,648	2,505	0.0%	Shares	Sole	2023-04-18
2022-12-31	$839,024	2,505	-5.9%	Shares	Sole	2023-02-14
2022-09-30	$813,146	2,663	0.0%	Shares	Sole	2022-10-25
2022-06-30	$897,590	2,663	+0.0%	Shares	Sole	2022-07-28
2022-03-31	$1,091,899	2,662	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.