Position in SPGI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$698,545
-$110,026 QoQ
Shares Held
1,916
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,148
of 1,991 holders
Holding Since
Mar 2022
18 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, 2026HARRELL INVESTMENT PARTNERS, LLC holds $7,507,802 across 4 Financial Data & Stock Exchanges names. SPGI ranks #2 (9.3% of the industry book) .
All Filings in SPGI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,545 | 1,813 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $808,571 | 1,901 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $532,519 | 1,019 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $498,877 | 1,025 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $556,818 | 1,056 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,511,030 | 4,942 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,785,481 | 5,593 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,622,880 | 5,077 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $2,213,943 | 4,964 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,105,126 | 4,948 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,250,176 | 5,108 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,828,876 | 5,005 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,943,113 | 4,847 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,699,716 | 4,930 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,563,835 | 4,669 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,354,837 | 4,437 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,376,215 | 4,083 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,603,803 | 3,910 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||