Position in SPGI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$320,705
-$60,785 QoQ
Shares Held
797
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
All Filings in SPGI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $320,705 | 754 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $381,490 | 730 | Shares | Sole | 2026-02-12 | |
| 2025-06-30 | $334,301 | 634 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $214,397 | 415 | Shares | Sole | 2024-10-24 | |
| 2023-09-30 | $1,827 | 5 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||