Position in SPGI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$7,705
-$801 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,905
of 1,991 holders
Holding Since
Mar 2022
12 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, 2026Beaird Harris Wealth Management, LLC holds $94,278 across 4 Financial Data & Stock Exchanges names. SPGI ranks #2 (8.2% of the industry book) .
All Filings in SPGI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,705 | 20 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $8,506 | 20 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,451 | 20 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $9,734 | 20 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,491 | 18 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,113 | 14 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,944 | 28 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,465 | 28 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $12,487 | 28 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $8,934 | 21 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $22,466 | 51 | Shares | Sole | 2024-02-27 | |
| 2022-03-31 | $14,766 | 36 | Shares | Sole | 2022-05-27 | |
| No filing history on record for this holder in this stock. | ||||||