Position in SPGI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$217,348
-$84,709 QoQ
Shares Held
540
-11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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, 2026Independent Wealth Network Inc. holds $747,509 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
3,385 | $747,509 |
All Filings in SPGI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,348 | 511 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $302,057 | 578 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $282,291 | 580 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $304,773 | 578 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $278,946 | 549 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $275,908 | 554 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $260,376 | 504 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $228,351 | 512 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $210,172 | 494 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $241,404 | 548 | Shares | Sole | 2024-01-12 | |
| 2023-06-30 | $210,467 | 525 | Shares | Sole | 2023-07-12 | |
| 2022-03-31 | $234,622 | 572 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $262,393 | 556 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $229,440 | 540 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||