Olde Wealth Management, LLC

Position in SPGI — S&P Global Inc.

CIK 1840760 SAMMAMISH, WA

Position in SPGI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$287,118

-$12,746 QoQ

Shares Held

745

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,498

of 1,991 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Olde Wealth Management, LLC holds $287,118 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	745	$287,118

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,118	705	0.0%	Shares	Sole	2026-08-13
2026-03-31	$299,864	705	-17.3%	Shares	Sole	2026-05-12
2025-12-31	$445,246	852	0.0%	Shares	Sole	2026-02-12
2025-09-30	$414,676	852	+13.8%	Shares	Sole	2025-11-14
2025-03-31	$380,566	749	-15.9%	Shares	Sole	2025-04-29
2024-12-31	$443,744	891	0.0%	Shares	Sole	2025-02-11
2024-09-30	$460,308	891	+11.4%	Shares	Sole	2024-11-04
2024-06-30	$356,799	800	0.0%	Shares	Sole	2024-08-09
2023-12-31	$352,415	800	0.0%	Shares	Sole	2024-01-10
2023-09-30	$292,327	800	0.0%	Shares	Sole	2023-11-02
2023-06-30	$320,711	800	0.0%	Shares	Sole	2023-07-31
2023-03-31	$275,816	800	0.0%	Shares	Sole	2023-05-04
2022-12-31	$267,952	800	-3.0%	Shares	Sole	2023-02-10
2022-09-30	$251,913	825	+3.1%	Shares	Sole	2022-11-08
2022-06-30	$269,647	800	0.0%	Shares	Sole	2022-08-09
2022-03-31	$328,143	800	0.0%	Shares	Sole	2022-05-09
2021-12-31	$377,543	800	0.0%	Shares	Sole	2022-01-27
2021-09-30	$339,912	800	0.0%	Shares	Sole	2021-11-12
2021-06-30	$328,360	800	0.0%	Shares	Sole	2021-08-11
2021-03-31	$282,296	800	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.