GoalVest Advisory LLC

Position in SPGI — S&P Global Inc.

CIK 1839307 NEW YORK, NY

Position in SPGI

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$100,948

-$10,491 QoQ

Shares Held

277

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,720

of 1,991 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GoalVest Advisory LLC holds $184,987 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (54.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	277	$100,948
2	CME	Cme Group Inc.	358	$79,057
3	MCO	Moodys Corp /De/	11	$4,982

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$100,948	262	0.0%	Shares	Sole	2026-07-09
2026-03-31	$111,439	262	0.0%	Shares	Sole	2026-04-13
2025-12-31	$136,918	262	+17.0%	Shares	Sole	2026-01-05
2025-09-30	$109,023	224	0.0%	Shares	Sole	2025-10-22
2025-06-30	$118,112	224	+72.3%	Shares	Sole	2025-08-01
2025-03-31	$66,053	130	+0.8%	Shares	Sole	2025-04-07
2024-12-31	$64,245	129	-15.7%	Shares	Sole	2025-01-17
2024-09-30	$79,042	153	+18.6%	Shares	Sole	2024-11-06
2024-06-30	$57,533	129	-41.6%	Shares	Sole	2024-07-30
2024-03-31	$94,024	221	+33.1%	Shares	Sole	2024-04-15
2023-12-31	$73,126	166	+10.7%	Shares	Sole	2024-01-02
2023-09-30	$54,811	150	+33.9%	Shares	Sole	2023-10-10
2023-06-30	$44,899	112	+93.1%	Shares	Sole	2023-07-17
2023-03-31	$19,996	58	-13.4%	Shares	Sole	2023-04-03
2022-12-31	$22,440	67	0.0%	Shares	Sole	2023-01-06
2022-09-30	$20,458	67	-96.4%	Shares	Sole	2022-10-11
2022-06-30	$635,020	1,884	+1.2%	Shares	Sole	2022-07-06
2022-03-31	$763,344	1,861	-37.1%	Shares	Sole	2022-05-03
2021-06-30	$1,214,521	2,959	+3.0%	Shares	Sole	2021-09-01
2021-03-31	$1,013,795	2,873	+18.5%	Shares	Sole	2021-05-13
2020-12-31	$796,841	2,424	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.