Position in SPGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,883
+$5,250 QoQ
Shares Held
41
+57.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,854
of 1,991 holders
Holding Since
Sep 2020
13 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, 2026Lloyd Advisory Services, LLC. holds $171,924 across 6 Financial Data & Stock Exchanges names. SPGI ranks #2 (9.2% of the industry book) .
All Filings in SPGI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,883 | 39 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,633 | 25 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $44,420 | 85 | Shares | Sole | 2026-02-06 | |
| 2024-03-31 | $1,751,152 | 4,116 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $339,200 | 770 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $251,109 | 745 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $355,215 | 866 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $348,756 | 739 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $259,607 | 611 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $150,635 | 367 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $89,276 | 253 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $7,560 | 23 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $8,293 | 23 | Shares | Other | 2020-10-28 | |
| No filing history on record for this holder in this stock. | ||||||