Position in SPGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,033,648
+$1,057,879 QoQ
Shares Held
44,209
+11.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#391
of 1,991 holders
Holding Since
Mar 2022
18 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, 2026GDS Wealth Management holds $22,681,709 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (75.1% of the industry book) .
All Filings in SPGI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,033,648 | 41,825 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,975,769 | 37,560 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $18,102,517 | 34,640 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $16,214,744 | 33,315 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $16,892,264 | 32,036 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,653,544 | 30,808 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,470,260 | 29,055 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $14,133,691 | 27,358 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $11,398,421 | 25,557 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,676,009 | 22,743 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $8,913,040 | 20,233 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,387,731 | 17,481 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $6,383,771 | 15,924 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $5,313,940 | 15,413 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,621,968 | 16,785 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $5,183,315 | 16,975 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $5,912,031 | 17,540 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,998,396 | 4,872 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||