CBIZ Investment Advisory Services, LLC
Position in SPGI — S&P Global Inc.
CIK 1795934
INDEPENDENCE, OH
Position in SPGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,294
-$235 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,925
of 1,991 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
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, 2026CBIZ Investment Advisory Services, LLC holds $19,652 across 7 Financial Data & Stock Exchanges names. SPGI ranks #1 (26.9% of the industry book) .
All Filings in SPGI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,294 | 13 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,529 | 13 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $51,213 | 98 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $53,538 | 110 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $51,147 | 97 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $30,994 | 61 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $14,940 | 30 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,498 | 30 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,379 | 30 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $12,763 | 30 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||