Legacy Wealth Asset Management, LLC

Position in SPGI — S&P Global Inc.

CIK 1846151 WOODBURY, MN

Position in SPGI

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$875,397

-$79,916 QoQ

Shares Held

2,402

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,073

of 1,991 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $3,957,384 across 5 Financial Data & Stock Exchanges names. SPGI ranks #2 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	10,800	$1,329,588
2	SPGI	S&P Global Inc. This page	2,402	$875,397
3	TRU	TransUnion	8,860	$639,160
4	MCO	Moodys Corp /De/	1,278	$578,831
5	CME	Cme Group Inc.	2,420	$534,408

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$875,397	2,272	+1.2%	Shares	Sole	2026-07-09
2026-03-31	$955,313	2,246	+2.0%	Shares	Sole	2026-04-08
2025-12-31	$1,151,265	2,203	+4.6%	Shares	Sole	2026-01-12
2025-09-30	$1,025,011	2,106	+35.7%	Shares	Sole	2025-10-14
2025-06-30	$818,354	1,552	-0.1%	Shares	Sole	2025-07-30
2025-03-31	$789,587	1,554	-2.9%	Shares	Sole	2025-04-09
2024-12-31	$796,847	1,600	-2.3%	Shares	Sole	2025-01-15
2024-09-30	$846,223	1,638	-1.1%	Shares	Sole	2024-10-23
2024-06-30	$738,575	1,656	-62.3%	Shares	Sole	2024-08-14
2024-03-31	$1,868,576	4,392	-0.1%	Shares	Sole	2024-04-19
2023-12-31	$1,936,085	4,395	-0.2%	Shares	Sole	2024-01-10
2023-09-30	$1,609,996	4,406	-0.9%	Shares	Sole	2023-11-01
2023-06-30	$1,781,955	4,445	+20.8%	Shares	Sole	2023-08-04
2023-03-31	$1,268,408	3,679	-0.0%	Shares	Sole	2023-04-24
2022-12-31	$1,232,579	3,680	+0.5%	Shares	Sole	2023-02-02
2022-09-30	$1,117,580	3,660	+55.7%	Shares	Sole	2022-10-14
2022-06-30	$792,427	2,351	+1.4%	Shares	Sole	2022-07-19
2022-03-31	$951,207	2,319	+3.7%	Shares	Sole	2022-05-12
2021-12-31	$1,055,707	2,237	+1.5%	Shares	Sole	2022-02-10
2021-09-30	$936,882	2,205	+0.3%	Shares	Sole	2021-10-19
2021-06-30	$902,169	2,198	+2.2%	Shares	Sole	2021-07-14
2021-03-31	$758,670	2,150	+3.0%	Shares	Sole	2021-04-20
2020-12-31	$686,059	2,087	—	Shares	Sole	2021-03-25
No filing history on record for this holder in this stock.