Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$515,183
-$103,261 QoQ
Shares Held
1,337
-13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,253
of 1,991 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
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 Partners, LLC holds $515,183 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1,337 | $515,183 |
All Filings in SPGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,183 | 1,265 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $618,444 | 1,454 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $926,029 | 1,772 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $862,936 | 1,773 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $943,849 | 1,790 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $908,482 | 1,788 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $912,888 | 1,833 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $944,898 | 1,829 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $818,409 | 1,835 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $770,489 | 1,811 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $789,411 | 1,792 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $648,968 | 1,776 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $706,368 | 1,762 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $594,383 | 1,724 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $565,043 | 1,687 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $519,094 | 1,700 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $567,271 | 1,683 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $659,569 | 1,608 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $775,380 | 1,643 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $695,119 | 1,636 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $670,264 | 1,633 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $576,236 | 1,633 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $525,967 | 1,600 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $576,959 | 1,600 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $527,168 | 1,600 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $392,080 | 1,600 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||