Position in SPGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$277,751
-$10,629 QoQ
Shares Held
721
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,511
of 1,991 holders
Holding Since
Mar 2024
10 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, 2026Phillips Wealth Planners LLC holds $1,751,464 across 3 Financial Data & Stock Exchanges names. SPGI ranks #3 (15.9% of the industry book) .
All Filings in SPGI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,751 | 682 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $288,380 | 678 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $384,103 | 735 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $344,103 | 707 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $350,647 | 665 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $331,789 | 653 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $301,806 | 606 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $304,289 | 589 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $235,487 | 528 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $215,277 | 506 | Shares | Defined | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||