Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$346,170
-$15,368 QoQ
Shares Held
898
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,424
of 1,991 holders
Holding Since
Jun 2024
9 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, 2026FWL INVESTMENT MANAGEMENT, LLC holds $419,283 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (82.6% of the industry book) .
All Filings in SPGI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,170 | 850 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $361,538 | 850 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,064 | 25 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,928 | 43 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $13,182 | 25 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,702 | 25 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,450 | 25 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,915 | 25 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,149 | 25 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||