WEALTH ALLIANCE, LLC

Position in SPGI — S&P Global Inc.

CIK 1793904 MELLVILLE, NY

Position in SPGI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$982,718

-$364,333 QoQ

Shares Held

2,551

-23.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,038

of 1,991 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $2,836,502 across 4 Financial Data & Stock Exchanges names. SPGI ranks #2 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	4,937	$1,090,237
2	SPGI	S&P Global Inc. This page	2,551	$982,718
3	ICE	Intercontinental Exchange, Inc.	3,964	$488,008
4	MSCI	MSCI Inc.	492	$275,539

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$982,718	2,413	-23.8%	Shares	Defined	2026-08-11
2026-03-31	$1,347,051	3,167	+4.4%	Shares	Defined	2026-05-14
2025-12-31	$1,585,538	3,034	-4.1%	Shares	Defined	2026-02-13
2025-09-30	$1,539,463	3,163	-0.1%	Shares	Defined	2025-11-07
2025-06-30	$1,668,873	3,165	-3.2%	Shares	Defined	2025-08-08
2025-03-31	$1,660,978	3,269	-1.4%	Shares	Defined	2025-05-05
2024-12-31	$1,651,965	3,317	-0.5%	Shares	Defined	2025-02-03
2024-09-30	$1,721,894	3,333	-1.7%	Shares	Defined	2024-11-04
2024-06-30	$1,511,939	3,390	-1.5%	Shares	Defined	2024-08-09
2024-03-31	$1,464,824	3,443	-7.8%	Shares	Defined	2024-05-10
2023-12-31	$1,645,342	3,735	-1.7%	Shares	Defined	2024-01-30
2023-09-30	$1,388,192	3,799	-4.6%	Shares	Defined	2023-11-09
2023-06-30	$1,595,942	3,981	+42.8%	Shares	Defined	2023-08-02
2023-03-31	$961,218	2,788	-1.6%	Shares	Defined	2023-05-11
2022-12-31	$949,220	2,834	+25.8%	Shares	Defined	2023-02-13
2022-09-30	$687,647	2,252	-1.5%	Shares	Defined	2022-11-14
2022-06-30	$770,518	2,286	+0.9%	Shares	Defined	2022-10-11
2022-03-31	$929,466	2,266	+158.1%	Shares	Defined	2022-05-10
2021-12-31	$414,354	878	-3.9%	Shares	Sole	2022-02-14
2021-09-30	$388,349	914	-3.1%	Shares	Sole	2021-11-12
2021-06-30	$387,054	943	+45.1%	Shares	Defined	2021-08-16
2021-03-31	$229,365	650	-47.5%	Shares	Sole	2021-05-18
2020-12-31	$406,638	1,237	+1.9%	Shares	Defined	2021-02-11
2020-09-30	$437,768	1,214	0.0%	Shares	Defined	2020-12-01
2020-06-30	$399,988	1,214	-0.6%	Shares	Defined	2020-08-14
2020-03-31	$299,206	1,221	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.