Position in SPGI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,535,477
-$474,404 QoQ
Shares Held
3,816
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Leo Wealth, LLC holds $2,444,634 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (62.8% of the industry book) .
All Filings in SPGI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,535,477 | 3,610 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,009,881 | 3,846 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $493,523 | 1,014 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,992,629 | 3,779 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $508,100 | 1,000 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,260,513 | 2,531 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $504,221 | 976 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $447,337 | 1,003 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $519,049 | 1,220 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $570,913 | 1,296 | Shares | Sole | 2024-03-14 | |
| No filing history on record for this holder in this stock. | ||||||