Position in SPGI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$802,961
-$137,891 QoQ
Shares Held
2,203
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,097
of 1,991 holders
Holding Since
Mar 2022
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, 2026Thrive Wealth Management, LLC holds $1,522,728 across 4 Financial Data & Stock Exchanges names. SPGI ranks #1 (52.7% of the industry book) .
All Filings in SPGI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $802,961 | 2,084 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $940,852 | 2,212 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,376,502 | 2,634 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,297,568 | 2,666 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,415,246 | 2,684 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,374,410 | 2,705 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,461,219 | 2,934 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,545,727 | 2,992 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,338,445 | 3,001 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,102,766 | 2,592 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,103,062 | 2,504 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $935,814 | 2,561 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $883,962 | 2,205 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $706,778 | 2,050 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $579,446 | 1,730 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $493,750 | 1,617 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $463,120 | 1,374 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $515,186 | 1,256 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||