Morton Brown Family Wealth, LLC

Position in SPGI — S&P Global Inc.

CIK 1909851 ALLENTOWN, PA

Position in SPGI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,155

-$1,204 QoQ

Shares Held

-40.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,968

of 1,991 holders

Holding Since

Dec 2021

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Morton Brown Family Wealth, LLC holds $4,043 across 5 Financial Data & Stock Exchanges names. SPGI ranks #1 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	3	$1,155
2	CME	Cme Group Inc.	5	$1,104
3	MCO	Moodys Corp /De/	2	$905
4	CBOE	Cboe Global Markets, Inc.	2	$485
5	NDAQ	Nasdaq, Inc.	5	$394

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,155	3	-40.0%	Shares	Sole	2026-07-21
2021-12-31	$2,359	5	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.