Position in SPGI
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$343,320
-$14,390 QoQ
Shares Held
891
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,427
of 1,991 holders
Holding Since
Dec 2021
19 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, 2026TILIA FIDUCIARY PARTNERS, INC. holds $343,320 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
891 | $343,320 |
All Filings in SPGI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,320 | 843 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $357,710 | 841 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $449,949 | 861 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $436,578 | 897 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $562,618 | 1,067 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $536,045 | 1,055 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $575,722 | 1,156 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $605,995 | 1,173 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $523,603 | 1,174 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $498,627 | 1,172 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $514,967 | 1,169 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $435,203 | 1,191 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $477,860 | 1,192 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $428,893 | 1,244 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $414,990 | 1,239 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $373,748 | 1,224 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $456,379 | 1,354 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $564,817 | 1,377 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $652,679 | 1,383 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||