Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$253,845
-$125,983 QoQ
Shares Held
3,342
+254.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,540
of 1,991 holders
Holding Since
Mar 2026
2 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, 2026Fi3 FINANCIAL ADVISORS, LLC holds $1,478,983 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (17.2% of the industry book) .
All Filings in SPGI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,845 | 3,162 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $379,828 | 893 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||