Position in SPGI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$164,533
-$682,822 QoQ
Shares Held
427
-74.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,685
of 1,991 holders
Holding Since
Jun 2021
18 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, 2026Continuum Advisory, LLC holds $782,612 across 8 Financial Data & Stock Exchanges names. SPGI ranks #3 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
1,384 | $305,628 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
1,737 | $213,842 | |
| 3 | SPGI |
S&P Global Inc.
This page
|
427 | $164,533 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
210 | $50,960 | |
| 5 | MCO |
Moodys Corp /De/
|
46 | $20,834 | |
| 6 | FDS |
Factset Research Systems Inc
|
43 | $9,893 | |
| 7 | COIN |
Coinbase Global, Inc.
|
64 | $9,356 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
96 | $7,566 |
All Filings in SPGI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,533 | 404 | Shares | Sole | 2026-08-06 | |
| 2025-06-30 | $847,355 | 1,607 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $787,046 | 1,549 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $785,393 | 1,577 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $797,661 | 1,544 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $679,703 | 1,524 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $642,854 | 1,511 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $822,450 | 1,867 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $675,643 | 1,849 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $758,483 | 1,892 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $652,304 | 1,892 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $612,940 | 1,830 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $531,614 | 1,741 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $616,482 | 1,829 | Shares | Sole | 2023-12-13 | |
| 2022-03-31 | $764,985 | 1,865 | Shares | Sole | 2023-12-13 | |
| 2021-12-31 | $577,642 | 1,224 | Shares | Sole | 2023-12-13 | |
| 2021-09-30 | $552,357 | 1,300 | Shares | Sole | 2023-12-13 | |
| 2021-06-30 | $501,569 | 1,222 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||