Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,810
+$7,557 QoQ
Shares Held
31
+181.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,880
of 1,991 holders
Holding Since
Dec 2021
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, 2026Delos Wealth Advisors, LLC holds $20,573 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (57.4% of the industry book) .
All Filings in SPGI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,810 | 29 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,253 | 10 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,225 | 10 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,867 | 10 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,272 | 10 | Shares | Sole | 2025-08-19 | |
| 2024-06-30 | $20,069 | 45 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,145 | 45 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $440 | 1 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $365 | 1 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $400 | 1 | Shares | Sole | 2023-09-05 | |
| 2023-03-31 | $344 | 1 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $334 | 1 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $305 | 1 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $9,910 | 21 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||