Position in SPGI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$334,767
-$266,663 QoQ
Shares Held
869
-41.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,434
of 1,991 holders
Holding Since
Dec 2022
15 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, 2026Elevated Capital Advisors, LLC holds $392,380 across 7 Financial Data & Stock Exchanges names. SPGI ranks #1 (85.3% of the industry book) .
All Filings in SPGI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,767 | 822 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $601,430 | 1,414 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $683,547 | 1,308 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $748,073 | 1,537 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $937,521 | 1,778 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $903,401 | 1,778 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $932,312 | 1,872 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $967,629 | 1,873 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $821,531 | 1,842 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $697,312 | 1,639 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $675,757 | 1,534 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $516,689 | 1,414 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $573,673 | 1,431 | Shares | Sole | 2023-08-18 | |
| 2023-03-31 | $456,475 | 1,324 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $434,082 | 1,296 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||