Position in SPGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$108,268
-$11,252 QoQ
Shares Held
297
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,716
of 1,991 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026DHJJ Financial Advisors, Ltd. holds $139,126 across 5 Financial Data & Stock Exchanges names. SPGI ranks #1 (77.8% of the industry book) .
All Filings in SPGI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,268 | 281 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $119,520 | 281 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $146,847 | 281 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $136,765 | 281 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $148,168 | 281 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $142,776 | 281 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $139,946 | 281 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $145,170 | 281 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $125,325 | 281 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $119,551 | 281 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $123,786 | 281 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $102,680 | 281 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||