AXXCESS WEALTH MANAGEMENT, LLC

Position in SPGI — S&P Global Inc.

CIK 1911056 CARLSBAD, CA

Position in SPGI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$647,543

-$1,113,062 QoQ

Shares Held

1,681

-52.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,170

of 1,991 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 15% Shared 0% None 85%

Financial Services · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $4,859,802 across 6 Financial Data & Stock Exchanges names. SPGI ranks #3 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MORN	Morningstar, Inc.	16,454	$2,567,153
2	COIN	Coinbase Global, Inc.	5,429	$793,665
3	SPGI	S&P Global Inc. This page	1,681	$647,543
4	ICE	Intercontinental Exchange, Inc.	3,029	$372,900
5	MSCI	MSCI Inc.	484	$271,059
6	CBOE	Cboe Global Markets, Inc.	855	$207,482

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$647,543	1,590	-52.8%	Shares	Sole	2026-07-28
2025-12-31	$1,760,605	3,369	+241.7%	Shares	Sole	2026-02-19
2025-09-30	$479,896	986	-29.6%	Shares	Sole	2025-11-07
2025-06-30	$738,733	1,401	-23.5%	Shares	Sole	2025-07-28
2025-03-31	$930,839	1,832	-43.0%	Shares	Sole	2025-04-30
2024-12-31	$1,599,672	3,212	+39.4%	Shares	Sole	2025-02-10
2024-09-30	$1,190,292	2,304	-12.7%	Shares	Sole	2024-11-04
2024-06-30	$1,177,439	2,640	+28.3%	Shares	Sole	2024-08-09
2024-03-31	$875,576	2,058	+64.2%	Shares	Sole	2024-05-14
2023-12-31	$551,971	1,253	-26.1%	Shares	Sole	2024-02-06
2023-09-30	$619,735	1,696	+78.7%	Shares	Sole	2023-11-14
2022-09-30	$289,777	949	-4.1%	Shares	Sole	2022-11-14
2022-06-30	$333,689	990	-29.2%	Shares	Sole	2022-08-11
2022-03-31	$573,431	1,398	+70.7%	Shares	Sole	2022-08-11
2021-12-31	$386,510	819	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.