Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,695,123
-$112,894 QoQ
Shares Held
14,781
+2.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#602
of 1,991 holders
Holding Since
Mar 2022
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, 2026Meridian Wealth Advisors, LLC holds $6,322,896 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (90.1% of the industry book) .
All Filings in SPGI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,695,123 | 13,984 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,808,017 | 13,655 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,120,574 | 11,712 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,893,571 | 12,109 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,334,335 | 12,013 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,949,851 | 11,710 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,730,830 | 11,507 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,814,558 | 11,255 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,899,309 | 10,985 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,284,281 | 10,070 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,269,519 | 9,692 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,405,255 | 9,319 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,642,887 | 9,087 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,998,465 | 8,697 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,708,325 | 8,086 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,831,489 | 5,998 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,518,175 | 7,471 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,509,070 | 6,117 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||