Position in SPGI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$346,768
+$54,135 QoQ
Shares Held
951
+30.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,423
of 1,991 holders
Holding Since
Mar 2025
6 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, 2026FSM Wealth Advisors, LLC holds $346,768 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
|
951 | $346,768 |
All Filings in SPGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,768 | 900 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $292,633 | 688 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $429,568 | 822 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $460,914 | 947 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $443,978 | 842 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $439,506 | 865 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||