Position in SPGI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$189,951
-$144,506 QoQ
Shares Held
521
-22.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,675
of 1,991 holders
Holding Since
Mar 2025
5 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, 2026Bison Wealth, LLC holds $636,627 across 3 Financial Data & Stock Exchanges names. SPGI ranks #3 (29.8% of the industry book) .
All Filings in SPGI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,951 | 493 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $334,457 | 640 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $394,721 | 811 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $372,794 | 707 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $281,995 | 555 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||