Position in SPGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$488,304
-$190,538 QoQ
Shares Held
1,267
-24.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,277
of 1,991 holders
Holding Since
Jun 2020
25 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, 2026Keebeck Wealth Management holds $6,695,254 across 5 Financial Data & Stock Exchanges names. SPGI ranks #5 (7.3% of the industry book) .
All Filings in SPGI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,304 | 1,199 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $678,842 | 1,596 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,404,199 | 2,687 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,312,170 | 2,696 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,435,810 | 2,723 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,381,523 | 2,719 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,376,554 | 2,764 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,431,037 | 2,770 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,253,259 | 2,810 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,251,673 | 2,942 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $1,318,476 | 2,993 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,122,904 | 3,073 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,202,669 | 3,000 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $886,748 | 2,572 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $749,260 | 2,237 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $665,052 | 2,178 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $641,088 | 1,902 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $669,003 | 1,631 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $622,003 | 1,318 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $526,013 | 1,238 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $433,845 | 1,057 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $297,822 | 844 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $271,859 | 827 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $279,825 | 776 | Shares | Other | 2020-11-02 | |
| 2020-06-30 | $235,907 | 716 | Shares | Other | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||