Addison Advisors LLC

Position in SPGI — S&P Global Inc.

CIK 1843745 MIDDLEBURY, VT

Position in SPGI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$78,193

-$45,155 QoQ

Shares Held

203

-33.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,742

of 1,991 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Addison Advisors LLC holds $189,879 across 4 Financial Data & Stock Exchanges names. SPGI ranks #2 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/	244	$110,511
2	SPGI	S&P Global Inc. This page	203	$78,193
3	FDS	Factset Research Systems Inc	3	$690
4	CBOE	Cboe Global Markets, Inc.	2	$485

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$78,193	192	-33.8%	Shares	Other	2026-08-10
2026-03-31	$123,348	290	-9.4%	Shares	Other	2026-05-08
2025-12-31	$167,228	320	+1.3%	Shares	Other	2026-02-06
2025-09-30	$153,800	316	-0.6%	Shares	Other	2025-11-07
2025-06-30	$167,677	318	+38.3%	Shares	Other	2025-08-07
2025-03-31	$116,862	230	+7.5%	Shares	Other	2025-05-12
2024-12-31	$106,578	214	+0.5%	Shares	Other	2025-02-04
2024-09-30	$110,039	213	+0.5%	Shares	Other	2024-11-04
2024-06-30	$94,551	212	+6.5%	Shares	Other	2024-08-05
2024-03-31	$84,664	199	+13.1%	Shares	Other	2024-05-06
2023-12-31	$77,531	176	+33.3%	Shares	Other	2024-02-02
2023-09-30	$48,234	132	+29.4%	Shares	Other	2023-11-07
2023-06-30	$40,890	102	+14.6%	Shares	Other	2023-08-03
2023-03-31	$30,684	89	+74.5%	Shares	Other	2023-05-09
2022-12-31	$17,081	51	-1.9%	Shares	Other	2023-02-07
2022-09-30	$15,878	52	+44.4%	Shares	Sole	2022-10-31
2022-06-30	$12,134	36	-49.3%	Shares	Sole	2022-08-04
2022-03-31	$29,122	71	+273.7%	Shares	Sole	2022-04-29
2021-12-31	$8,966	19	+375.0%	Shares	Sole	2022-01-31
2021-09-30	$1,699	4	—	Shares	Sole	2021-11-08
No filing history on record for this holder in this stock.