Position in SPGI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$18,733
+$13,629 QoQ
Shares Held
49
+276.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,848
of 1,991 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $70,161 across 6 Financial Data & Stock Exchanges names. SPGI ranks #2 (26.7% of the industry book) .
All Filings in SPGI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,733 | 46 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,104 | 12 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,271 | 12 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,840 | 12 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,327 | 12 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $6,097 | 12 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||