Position in SPGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$728,588
-$68,924 QoQ
Shares Held
1,891
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,130
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, 2026Richard W. Paul & Associates, LLC holds $2,108,685 across 4 Financial Data & Stock Exchanges names. SPGI ranks #2 (34.6% 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 | $728,588 | 1,789 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $797,512 | 1,875 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $985,604 | 1,886 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $758,780 | 1,559 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $758,770 | 1,439 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $718,961 | 1,415 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $687,281 | 1,380 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $694,853 | 1,345 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $618,601 | 1,387 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $559,041 | 1,314 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $581,045 | 1,319 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $500,244 | 1,369 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $561,645 | 1,401 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $420,273 | 1,219 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $364,748 | 1,089 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||