Position in SPGI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$415,405
+$193,803 QoQ
Shares Held
1,078
+95.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,347
of 1,991 holders
Holding Since
Dec 2020
10 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, 2026SAGE PRIVATE WEALTH GROUP, LLC holds $1,788,586 across 3 Financial Data & Stock Exchanges names. SPGI ranks #3 (23.2% of the industry book) .
All Filings in SPGI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,405 | 1,020 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $221,602 | 521 | Shares | Sole | 2026-05-01 | |
| 2022-09-30 | $18,320 | 60 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $20,223 | 60 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $29,000 | 4,570 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,000 | 4,510 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $4,248 | 10 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,104 | 10 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,528 | 10 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $3,287 | 10 | Shares | Sole | 2021-03-02 | |
| No filing history on record for this holder in this stock. | ||||||