WealthPlan Investment Management, LLC

Position in SPGI — S&P Global Inc.

CIK 1929986 OMAHA, NE

Position in SPGI

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

Position Value

$1,177,795

-$340,668 QoQ

Shares Held

3,057

-19.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#989

of 1,991 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $1,177,795 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	3,057	$1,177,795

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,177,795	2,892	-19.0%	Shares	Sole	2026-07-28
2026-03-31	$1,518,463	3,570	-39.8%	Shares	Sole	2026-04-29
2025-12-31	$3,097,913	5,928	-40.8%	Shares	Sole	2026-02-05
2025-09-30	$4,870,020	10,006	-2.8%	Shares	Sole	2025-10-27
2025-06-30	$5,429,505	10,297	+24.9%	Shares	Sole	2025-07-28
2025-03-31	$4,189,792	8,246	-7.8%	Shares	Sole	2025-05-12
2024-12-31	$4,455,376	8,946	-0.1%	Shares	Sole	2025-01-30
2024-09-30	$4,628,399	8,959	+66.9%	Shares	Sole	2024-11-05
2024-06-30	$2,393,681	5,367	+3.3%	Shares	Sole	2024-08-09
2024-03-31	$2,209,787	5,194	+7.9%	Shares	Sole	2024-05-16
2023-12-31	$2,119,782	4,812	+8.8%	Shares	Sole	2024-01-05
2023-09-30	$1,615,477	4,421	+106.7%	Shares	Sole	2023-11-15
2023-06-30	$857,503	2,139	-48.4%	Shares	Sole	2023-08-14
2023-03-31	$1,429,761	4,147	-51.4%	Shares	Sole	2023-05-08
2022-12-31	$2,860,053	8,539	-6.5%	Shares	Sole	2023-02-15
2022-09-30	$2,788,761	9,133	+2.3%	Shares	Sole	2022-12-12
2022-03-31	$3,660,445	8,924	—	Shares	Sole	2022-09-07
No filing history on record for this holder in this stock.