Position in SPGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$392,233
-$36,084 QoQ
Shares Held
1,076
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,374
of 1,991 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Ameliora Wealth Management Ltd. holds $431,228 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (91.0% of the industry book) .
All Filings in SPGI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,233 | 1,018 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $428,317 | 1,007 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $569,100 | 1,089 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $498,877 | 1,025 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $493,543 | 936 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $704,226 | 1,386 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $660,387 | 1,326 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $685,038 | 1,326 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $555,269 | 1,245 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $529,685 | 1,245 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $548,447 | 1,245 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||