Position in SPGI
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,249,646
+$124,516 QoQ
Shares Held
3,105
+36.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 97%
None 3%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $4,835,190 across 6 Financial Data & Stock Exchanges names. SPGI ranks #2 (25.8% of the industry book) .
All Filings in SPGI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,249,646 | 2,938 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,125,130 | 2,153 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,064,430 | 2,187 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $997,103 | 1,891 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $661,034 | 1,301 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $644,448 | 1,294 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $678,320 | 1,313 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $544,562 | 1,221 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $219,957 | 517 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $242,726 | 551 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $241,535 | 661 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $264,988 | 661 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $327,531 | 950 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $365,082 | 1,090 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $276,645 | 906 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $323,631 | 789 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $280,798 | 595 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||