Position in SPGI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$360,638
-$219,951 QoQ
Shares Held
989
-31.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,404
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, 2026B.O.S.S. Retirement Advisors, LLC holds $360,638 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
|
989 | $360,638 |
All Filings in SPGI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,638 | 936 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $580,589 | 1,365 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $910,351 | 1,742 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,978,476 | 4,065 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,262,601 | 4,291 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,308,806 | 4,544 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,420,923 | 4,861 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,369,232 | 10,393 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,983,225 | 8,931 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,391,879 | 5,622 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,325,426 | 14,359 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,976,153 | 13,618 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $5,134,598 | 12,808 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,904,342 | 8,424 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $2,843,306 | 8,489 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||