Position in SPGI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$908,951
-$51,569 QoQ
Shares Held
2,259
+16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026Crestmont Private Wealth LLC holds $2,055,431 across 3 Financial Data & Stock Exchanges names.
All Filings in SPGI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $908,951 | 2,137 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $960,520 | 1,838 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $923,288 | 1,897 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $886,901 | 1,682 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $836,332 | 1,646 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $727,621 | 1,461 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $805,410 | 1,559 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $659,187 | 1,478 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $533,088 | 1,253 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $434,352 | 986 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $371,621 | 1,017 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $524,364 | 1,308 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $406,139 | 1,178 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $337,619 | 1,008 | Shares | Sole | 2023-01-09 | |
| No filing history on record for this holder in this stock. | ||||||