Position in SPGI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,812,714
+$555,835 QoQ
Shares Held
4,705
+50.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#887
of 1,998 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $4,983,124 across 4 Financial Data & Stock Exchanges names. SPGI ranks #2 (36.4% of the industry book) .
All Filings in SPGI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,812,714 | 4,451 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,256,879 | 2,955 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,550,761 | 4,881 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,218,911 | 4,559 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,420,261 | 4,590 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,153,387 | 2,270 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,116,085 | 2,241 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,799,904 | 3,484 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,553,417 | 3,483 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $699,865 | 1,645 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $139,644 | 317 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $519,492 | 1,551 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $468,712 | 1,535 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||