Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$233,767
-$10,803 QoQ
Shares Held
607
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,586
of 1,991 holders
Holding Since
Dec 2020
17 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, 202644 WEALTH MANAGEMENT LLC holds $1,785,322 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
12,603 | $1,551,555 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
607 | $233,767 |
All Filings in SPGI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,767 | 574 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $244,570 | 575 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $463,014 | 886 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $458,967 | 943 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $491,434 | 932 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $488,284 | 961 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $297,323 | 597 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $306,355 | 593 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $235,322 | 587 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $201,690 | 585 | Shares | Sole | 2023-04-20 | |
| 2022-06-30 | $205,606 | 610 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $253,901 | 619 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $293,068 | 621 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $263,431 | 620 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $254,479 | 620 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $246,656 | 699 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $217,947 | 663 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||