Position in SPGI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$965,613
-$76,469 QoQ
Shares Held
2,506
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,044
of 1,991 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026EPG Wealth Management LLC holds $965,613 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
2,506 | $965,613 |
All Filings in SPGI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $965,613 | 2,371 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,042,082 | 2,450 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,318,494 | 2,523 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,202,173 | 2,470 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,138,419 | 2,159 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,031,443 | 2,030 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $913,386 | 1,834 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 | $707,068 | 1,935 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $697,949 | 1,741 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $569,215 | 1,651 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $214,696 | 641 | Shares | Sole | 2023-02-15 | |
| 2022-03-31 | $219,446 | 535 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $234,077 | 496 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $209,470 | 493 | Shares | Sole | 2021-11-15 | |
| 2020-03-31 | $980 | 4 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||