Position in SPGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$294,041
+$21,399 QoQ
Shares Held
763
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,488
of 1,991 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Naviter Wealth, LLC holds $294,041 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
763 | $294,041 |
All Filings in SPGI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,041 | 722 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $272,642 | 641 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $308,850 | 591 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $350,431 | 720 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $371,212 | 704 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $330,773 | 651 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $314,256 | 631 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $300,156 | 581 | Shares | Sole | 2024-10-16 | |
| 2023-12-31 | $262,109 | 595 | Shares | Sole | 2024-02-05 | |
| 2023-06-30 | $205,656 | 513 | Shares | Sole | 2023-07-20 | |
| 2022-09-30 | $244,585 | 801 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $253,806 | 753 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,838,445 | 6,920 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||