Position in SPGI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,774
New position
Shares Held
25
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,892
of 1,991 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 88%
Shared 0%
None 12%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Acumen Wealth Advisors, LLC holds $32,298 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
102 | $22,524 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
25 | $9,774 |
All Filings in SPGI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,774 | 24 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||