Position in SPGI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$193,419
-$50,726 QoQ
Shares Held
531
-12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,665
of 1,991 holders
Holding Since
Mar 2024
8 quarters on record
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Global Assets Advisory, LLC holds $1,208,061 across 4 Financial Data & Stock Exchanges names. SPGI ranks #4 (16.0% 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 | $193,419 | 502 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $244,145 | 574 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $310,941 | 595 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $302,733 | 622 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $321,646 | 610 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $314,005 | 618 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $363,700 | 704 | Shares | Sole | 2024-10-22 | |
| 2024-03-31 | $102 | 43,581 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||