Abound Wealth Management

Position in SPGI — S&P Global Inc.

CIK 1950323 FRANKLIN, TN

Position in SPGI

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$7,705

-$16,539 QoQ

Shares Held

-65.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,904

of 1,991 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Abound Wealth Management holds $42,456 across 7 Financial Data & Stock Exchanges names. SPGI ranks #1 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	21	$7,705
2	MSCI	MSCI Inc.	13	$7,280
3	CME	Cme Group Inc.	31	$6,845
4	NDAQ	Nasdaq, Inc.	83	$6,542
5	ICE	Intercontinental Exchange, Inc.	42	$5,170
6	MCO	Moodys Corp /De/	10	$4,529
7	COIN	Coinbase Global, Inc.	30	$4,385

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,705	20	-64.9%	Shares	Sole	2026-07-10
2026-03-31	$24,244	57	-6.6%	Shares	Sole	2026-04-10
2025-12-31	$31,877	61	0.0%	Shares	Sole	2026-01-12
2025-09-30	$29,689	61	0.0%	Shares	Sole	2025-10-10
2025-06-30	$32,164	61	-12.9%	Shares	Sole	2025-07-14
2025-03-31	$35,567	70	0.0%	Shares	Sole	2025-04-17
2024-12-31	$34,862	70	+1.4%	Shares	Sole	2025-01-13
2024-09-30	$35,646	69	+16.9%	Shares	Sole	2024-11-04
2024-06-30	$26,313	59	+1.7%	Shares	Sole	2024-08-09
2024-03-31	$24,676	58	+5.5%	Shares	Sole	2024-08-08
2023-12-31	$24,228	55	-14.1%	Shares	Sole	2024-08-08
2023-09-30	$23,386	64	+6.7%	Shares	Sole	2024-08-08
2023-06-30	$24,053	60	+30.4%	Shares	Sole	2024-08-08
2023-03-31	$15,859	46	+35.3%	Shares	Sole	2024-08-07
2022-12-31	$11,387	34	-53.4%	Shares	Sole	2024-08-07
2022-09-30	$22,290	73	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.