Position in SPGI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,073,604
-$621,698 QoQ
Shares Held
13,919
-1.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#632
of 1,991 holders
Holding Since
Sep 2023
12 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, 2026Blue Zone Wealth Advisors, LLC holds $18,102,307 across 3 Financial Data & Stock Exchanges names. SPGI ranks #3 (28.0% of the industry book) .
All Filings in SPGI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,073,604 | 13,168 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $5,695,302 | 13,390 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,869,445 | 13,145 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,293,647 | 12,931 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $6,625,926 | 12,566 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,231,846 | 12,265 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $5,604,331 | 11,253 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,723,117 | 11,078 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $4,793,607 | 10,748 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,632,299 | 10,888 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $4,684,048 | 10,633 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,731,201 | 10,211 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||