Position in SPGI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$814,519
-$20,423 QoQ
Shares Held
2,114
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,092
of 1,991 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Guardian Wealth Advisors, LLC holds $1,515,802 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
2,114 | $814,519 | |
| 2 | FDS |
Factset Research Systems Inc
|
3,048 | $701,283 |
All Filings in SPGI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $814,519 | 2,000 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $834,942 | 1,963 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $956,862 | 1,831 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $872,184 | 1,792 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $960,195 | 1,821 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $968,438 | 1,906 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $910,896 | 1,829 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $972,795 | 1,883 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $845,169 | 1,895 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $822,820 | 1,934 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $843,595 | 1,915 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $705,606 | 1,931 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $783,339 | 1,954 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $658,855 | 1,911 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $581,455 | 1,736 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $523,369 | 1,714 | Shares | Sole | 2023-05-18 | |
| 2022-06-30 | $568,957 | 1,688 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $659,979 | 1,609 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $767,358 | 1,626 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $684,072 | 1,610 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $672,727 | 1,639 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $589,292 | 1,670 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $554,896 | 1,688 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||