Position in SPGI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$462,647
-$31,598 QoQ
Shares Held
1,201
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,298
of 1,991 holders
Holding Since
Sep 2024
8 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $2,786,745 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (16.6% of the industry book) .
All Filings in SPGI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,647 | 1,136 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $494,245 | 1,162 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $534,086 | 1,022 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $336,803 | 692 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $368,575 | 699 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $287,076 | 565 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $274,912 | 552 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $249,010 | 482 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||