Position in SPGI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$751,394
-$3,584 QoQ
Shares Held
1,950
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,122
of 1,991 holders
Holding Since
Sep 2021
19 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, 2026ICW Investment Advisors LLC holds $2,389,164 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (31.5% of the industry book) .
All Filings in SPGI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $751,394 | 1,845 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $754,978 | 1,775 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $806,356 | 1,543 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $695,508 | 1,429 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $679,676 | 1,289 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $621,406 | 1,223 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $602,118 | 1,209 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $585,847 | 1,134 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $485,693 | 1,089 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $465,442 | 1,094 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $470,034 | 1,067 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $386,238 | 1,057 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $354,386 | 884 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $274,092 | 795 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $237,472 | 709 | Shares | Sole | 2023-01-26 | |
| 2022-06-30 | $219,088 | 650 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $265,796 | 648 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $295,428 | 626 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $231,140 | 544 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||