Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$206,888
-$7,483 QoQ
Shares Held
537
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,641
of 1,991 holders
Holding Since
Sep 2025
3 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, 2026Daner Wealth Management, LLC holds $206,888 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
537 | $206,888 |
All Filings in SPGI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,888 | 508 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $214,371 | 504 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $219,019 | 450 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||