Regent Peak Wealth Advisors LLC

Position in SPGI — S&P Global Inc.

CIK 1803329 ATLANTA, GA

Position in SPGI

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$400,709

-$32,287 QoQ

Shares Held

1,099

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,363

of 1,991 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $939,858 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (42.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	1,099	$400,709
2	CME	Cme Group Inc.	1,256	$277,362
3	MCO	Moodys Corp /De/	578	$261,787

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$400,709	1,040	+2.2%	Shares	Sole	2026-07-10
2026-03-31	$432,996	1,018	-1.8%	Shares	Sole	2026-04-14
2025-12-31	$541,925	1,037	+1.1%	Shares	Sole	2026-01-08
2025-09-30	$499,364	1,026	-0.1%	Shares	Sole	2025-10-16
2025-03-31	$521,818	1,027	-0.9%	Shares	Sole	2025-04-14
2024-12-31	$515,959	1,036	+1.8%	Shares	Sole	2025-01-07
2024-09-30	$525,919	1,018	+1.4%	Shares	Sole	2024-10-16
2024-06-30	$447,783	1,004	+2.3%	Shares	Sole	2024-08-14
2024-03-31	$417,366	981	+1.6%	Shares	Sole	2024-05-01
2023-12-31	$425,542	966	+1.2%	Shares	Sole	2024-01-23
2023-09-30	$348,966	955	+2.8%	Shares	Sole	2023-11-03
2023-06-30	$372,426	929	+1.5%	Shares	Sole	2023-07-19
2023-03-31	$315,464	915	+1.9%	Shares	Sole	2023-04-24
2022-12-31	$300,776	898	-3.1%	Shares	Sole	2023-02-08
2022-09-30	$283,059	927	+0.7%	Shares	Sole	2022-11-14
2022-06-30	$310,432	921	-2.6%	Shares	Sole	2022-08-11
2022-03-31	$388,030	946	+37.9%	Shares	Sole	2022-05-03
2021-12-31	$323,743	686	+3.0%	Shares	Sole	2022-02-11
2021-09-30	$282,976	666	+0.9%	Shares	Sole	2021-11-08
2021-06-30	$270,897	660	+3.3%	Shares	Sole	2021-08-16
2021-03-31	$225,483	639	+5.4%	Shares	Sole	2021-04-28
2020-12-31	$199,210	606	+1.3%	Shares	Sole	2021-02-12
2020-09-30	$215,638	598	—	Shares	Sole	2020-11-04
No filing history on record for this holder in this stock.