Position in SPGI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$221,546
-$23,024 QoQ
Shares Held
608
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,616
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, 2026StrongBox Wealth, LLC holds $221,546 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
|
608 | $221,546 |
All Filings in SPGI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,546 | 575 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $244,570 | 575 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $300,489 | 575 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $279,858 | 575 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $303,191 | 575 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $292,157 | 575 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $286,367 | 575 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $297,056 | 575 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $256,449 | 575 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $244,633 | 575 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $257,704 | 585 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $210,110 | 575 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||