Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$122,177
-$5,424 QoQ
Shares Held
317
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,708
of 1,991 holders
Holding Since
Mar 2020
19 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, 2026HighMark Wealth Management LLC holds $166,484 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (73.4% of the industry book) .
All Filings in SPGI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,177 | 300 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $127,601 | 300 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $156,776 | 300 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $146,013 | 300 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $158,187 | 300 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $152,430 | 300 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $149,408 | 300 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $154,986 | 300 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $133,799 | 300 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $127,635 | 300 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $132,155 | 300 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $109,622 | 300 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $120,266 | 300 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $125,151 | 363 | Shares | Sole | 2023-04-21 | |
| 2022-03-31 | $5,742 | 14 | Shares | Sole | 2022-04-25 | |
| 2020-12-31 | $8,546 | 26 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $9,375 | 26 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $12,520 | 38 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $6,371 | 26 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||