Position in SPGI
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$244,570
-$108,178 QoQ
Shares Held
608
-14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
All Filings in SPGI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $244,570 | 575 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $352,748 | 675 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $276,451 | 568 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $329,556 | 625 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $537,569 | 1,058 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $408,384 | 820 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $307,388 | 595 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||