Accretive Wealth Partners, LLC

Position in SPGI — S&P Global Inc.

CIK 1844444 PARSIPPANY, NJ

Position in SPGI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,069,871

-$13,044 QoQ

Shares Held

2,777

+3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#1,019

of 1,991 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accretive Wealth Partners, LLC holds $5,152,502 across 4 Financial Data & Stock Exchanges names. SPGI ranks #3 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	8,178	$1,805,947
2	MCO	Moodys Corp /De/	2,903	$1,314,826
3	SPGI	S&P Global Inc. This page	2,777	$1,069,871
4	ICE	Intercontinental Exchange, Inc.	7,813	$961,858

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,069,871	2,627	+3.2%	Shares	Sole	2026-07-29
2026-03-31	$1,082,915	2,546	+1.2%	Shares	Sole	2026-04-22
2025-12-31	$1,314,836	2,516	-1.6%	Shares	Sole	2026-01-28
2025-09-30	$1,244,030	2,556	+2.4%	Shares	Sole	2025-11-07
2025-06-30	$1,316,643	2,497	+1.0%	Shares	Sole	2025-07-29
2025-03-31	$1,256,023	2,472	+8.1%	Shares	Sole	2025-05-07
2024-12-31	$1,138,496	2,286	-1.0%	Shares	Sole	2025-01-30
2024-09-30	$1,192,359	2,308	-0.7%	Shares	Sole	2024-11-12
2024-06-30	$1,036,949	2,325	-0.3%	Shares	Sole	2024-08-05
2024-03-31	$992,574	2,333	-0.6%	Shares	Sole	2024-05-06
2023-12-31	$1,034,340	2,348	-0.8%	Shares	Sole	2024-02-13
2023-09-30	$864,559	2,366	+1.1%	Shares	Sole	2023-11-06
2023-06-30	$938,082	2,340	+4.4%	Shares	Sole	2023-08-07
2023-03-31	$772,629	2,241	+2.0%	Shares	Sole	2023-05-04
2022-12-31	$735,528	2,196	+3.1%	Shares	Sole	2023-02-13
2022-09-30	$650,395	2,130	-1.2%	Shares	Sole	2022-11-14
2022-06-30	$726,364	2,155	-8.8%	Shares	Sole	2022-08-12
2022-03-31	$969,665	2,364	+2.0%	Shares	Sole	2022-05-12
2021-12-31	$1,093,461	2,317	+2.1%	Shares	Sole	2022-02-14
2021-09-30	$964,075	2,269	+4.1%	Shares	Sole	2021-11-12
2021-06-30	$894,781	2,180	+7.0%	Shares	Sole	2021-08-13
2021-03-31	$719,149	2,038	+17.7%	Shares	Sole	2021-05-17
2020-12-31	$569,031	1,731	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.