Position in SPGI
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$270,941
-$68,219 QoQ
Shares Held
673
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
All Filings in SPGI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $270,941 | 637 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $339,160 | 649 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $315,874 | 649 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $371,739 | 705 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $382,091 | 752 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $634,490 | 1,274 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $734,633 | 1,422 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,611,843 | 3,614 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,643,087 | 3,862 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,546,225 | 3,510 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||