Ascentis Independent Advisors

Position in SPGI — S&P Global Inc.

CIK 1845003 DALLAS, TX

Position in SPGI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,443

-$794,640 QoQ

Shares Held

-99.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,944

of 1,991 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ascentis Independent Advisors holds $33,366 across 4 Financial Data & Stock Exchanges names. SPGI ranks #3 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	114	$25,174
2	ICE	Intercontinental Exchange, Inc.	27	$3,323
3	SPGI	S&P Global Inc. This page	6	$2,443
4	CBOE	Cboe Global Markets, Inc.	10	$2,426

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,443	6	-99.7%	Shares	Sole	2026-08-04
2026-03-31	$797,083	1,874	-35.8%	Shares	Sole	2026-04-28
2025-12-31	$1,524,917	2,918	+45.1%	Shares	Sole	2026-01-29
2025-09-30	$978,773	2,011	-0.3%	Shares	Sole	2025-10-21
2025-06-30	$1,064,071	2,018	-5.5%	Shares	Sole	2025-07-14
2025-03-31	$1,084,793	2,135	-7.8%	Shares	Sole	2025-04-23
2024-12-31	$1,152,939	2,315	+318.6%	Shares	Sole	2025-01-24
2024-09-30	$285,690	553	-79.4%	Shares	Sole	2024-10-25
2024-06-30	$1,197,063	2,684	+78.5%	Shares	Sole	2024-07-29
2023-12-31	$662,542	1,504	+21.0%	Shares	Sole	2024-02-02
2023-09-30	$454,204	1,243	+21.3%	Shares	Sole	2023-10-20
2023-06-30	$410,912	1,025	-49.2%	Shares	Sole	2023-07-19
2021-09-30	$857,428	2,018	-5.8%	Shares	Sole	2021-11-15
2021-06-30	$879,594	2,143	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.