Position in SPGI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,168,539
+$7,864 QoQ
Shares Held
11,436
+10.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#682
of 1,991 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $5,316,329 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (78.4% of the industry book) .
All Filings in SPGI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,168,539 | 10,819 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,160,675 | 9,782 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,219,391 | 8,074 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,961,143 | 6,084 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,099,927 | 2,086 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,262,120 | 2,484 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,223,659 | 2,457 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $1,788,905 | 4,011 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,279,753 | 3,008 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,321,559 | 3,000 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $913,524 | 2,500 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||