Position in SPGI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$191,107
-$17,734 QoQ
Shares Held
524
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,673
of 1,991 holders
Holding Since
Dec 2022
6 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, 2026Accurate Wealth Management, LLC holds $1,099,720 across 3 Financial Data & Stock Exchanges names. SPGI ranks #3 (17.4% of the industry book) .
All Filings in SPGI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,107 | 496 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $208,841 | 491 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,223,097 | 4,254 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,553,767 | 5,247 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,923,823 | 5,545 | Shares | Sole | 2025-07-15 | |
| 2022-12-31 | $26,125 | 78 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||