Position in SPGI
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$853,656
-$186,820 QoQ
Shares Held
2,121
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
All Filings in SPGI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $853,656 | 2,007 | Shares | Defined | 2026-05-19 | |
| 2025-12-31 | $1,040,476 | 1,991 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $941,783 | 1,935 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $691,277 | 1,311 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $526,391 | 1,036 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $356,091 | 715 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $293,440 | 568 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $214,525 | 481 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||