Joule Financial, LLC

Position in SPGI — S&P Global Inc.

CIK 1929070 Lexington, KY

Position in SPGI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$502,043

-$22,401 QoQ

Shares Held

1,377

+5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#1,261

of 1,991 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Joule Financial, LLC holds $502,043 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	1,377	$502,043

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$502,043	1,303	+5.7%	Shares	Sole	2026-07-15
2026-03-31	$524,444	1,233	0.0%	Shares	Sole	2026-04-14
2025-12-31	$644,353	1,233	0.0%	Shares	Sole	2026-01-20
2025-09-30	$600,113	1,233	0.0%	Shares	Sole	2025-11-03
2025-06-30	$650,148	1,233	0.0%	Shares	Sole	2025-07-22
2025-03-31	$626,487	1,233	0.0%	Shares	Sole	2025-04-11
2024-12-31	$614,070	1,233	+0.6%	Shares	Sole	2025-01-15
2024-09-30	$633,376	1,226	+0.3%	Shares	Sole	2024-10-17
2024-06-30	$545,011	1,222	0.0%	Shares	Sole	2024-10-17
2024-03-31	$519,899	1,222	+0.3%	Shares	Sole	2024-10-17
2023-12-31	$536,553	1,218	0.0%	Shares	Sole	2024-01-11
2023-09-30	$445,069	1,218	0.0%	Shares	Sole	2023-10-26
2023-06-30	$488,283	1,218	0.0%	Shares	Sole	2023-07-14
2023-03-31	$419,929	1,218	-56.8%	Shares	Sole	2023-04-13
2022-12-31	$943,861	2,818	-4.3%	Shares	Sole	2023-01-13
2022-09-30	$899,560	2,946	0.0%	Shares	Sole	2022-10-19
2022-06-30	$992,978	2,946	—	Shares	Sole	2022-07-19
No filing history on record for this holder in this stock.