Position in SPGI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$309,222
-$332,518 QoQ
Shares Held
768
-40.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
All Filings in SPGI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $309,222 | 727 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $641,740 | 1,228 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $652,191 | 1,340 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $768,261 | 1,457 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $708,291 | 1,394 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $900,438 | 1,808 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $830,208 | 1,607 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $762,213 | 1,709 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $297,815 | 700 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $303,958 | 690 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $500,611 | 1,370 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $607,749 | 1,516 | Shares | Sole | 2023-08-07 | |
| 2022-03-31 | $1,625,132 | 3,962 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $664,949 | 1,409 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $618,639 | 1,456 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $607,876 | 1,481 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $645,752 | 1,830 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $601,575 | 1,830 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $618,428 | 1,715 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $574,942 | 1,745 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $427,857 | 1,746 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||