Position in SPGI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,955,713
-$447,678 QoQ
Shares Held
4,860
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026Alaethes Wealth, LLC holds $4,612,904 across 2 Financial Data & Stock Exchanges names.
All Filings in SPGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,955,713 | 4,598 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,403,391 | 4,599 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,253,954 | 4,631 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,299,511 | 4,361 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,134,020 | 4,200 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $2,028,974 | 4,074 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||