Position in SPGI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$243,134
-$138,821 QoQ
Shares Held
631
-33.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,562
of 1,991 holders
Holding Since
Sep 2020
23 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, 2026Founders Financial Alliance, LLC holds $243,134 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
|
631 | $243,134 |
All Filings in SPGI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,134 | 597 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $381,955 | 898 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $307,805 | 589 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $454,100 | 933 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $308,991 | 586 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $487,776 | 960 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $369,538 | 742 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $375,066 | 726 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $441,539 | 990 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $420,344 | 988 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $546,244 | 1,240 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $437,761 | 1,198 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $566,457 | 1,413 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $420,619 | 1,220 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $411,641 | 1,229 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $374,969 | 1,228 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $308,072 | 914 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $395,823 | 965 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $441,254 | 935 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $385,374 | 907 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $371,454 | 905 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $318,639 | 903 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $36,059 | 100 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||