Position in SPGI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$231,810
-$17,988 QoQ
Shares Held
576
+14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
All Filings in SPGI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $231,810 | 545 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $249,798 | 478 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $215,125 | 442 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $264,699 | 502 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $252,525 | 497 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $358,581 | 720 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $368,350 | 713 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $314,429 | 705 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $278,244 | 654 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $277,968 | 631 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||