Position in SPGI
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,552
-$583 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Lodestone Wealth Management LLC holds $16,325 across 4 Financial Data & Stock Exchanges names.
All Filings in SPGI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,552 | 6 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,135 | 6 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||