Position in SPGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,686,145
-$181,896 QoQ
Shares Held
10,112
+5.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#713
of 1,991 holders
Holding Since
Dec 2022
15 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, 2026Cyndeo Wealth Partners, LLC holds $6,467,742 across 4 Financial Data & Stock Exchanges names. SPGI ranks #1 (57.0% of the industry book) .
All Filings in SPGI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,686,145 | 9,567 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,868,041 | 9,094 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,589,956 | 4,956 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,194,575 | 4,509 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,595,848 | 4,923 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,345,389 | 4,616 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,003,120 | 6,030 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,058,390 | 5,920 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,439,619 | 5,470 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,836,242 | 4,316 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,004,365 | 4,550 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,021,686 | 2,796 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,098,438 | 2,740 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $708,502 | 2,055 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $526,525 | 1,572 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||