Position in SPGI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$529,973
-$46,443 QoQ
Shares Held
1,317
+13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
All Filings in SPGI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $529,973 | 1,246 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $576,416 | 1,103 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $652,678 | 1,341 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $571,582 | 1,084 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $548,239 | 1,079 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $693,755 | 1,393 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $589,980 | 1,142 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $514,683 | 1,154 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $482,460 | 1,134 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $499,549 | 1,134 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $414,009 | 1,133 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $436,970 | 1,090 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $375,454 | 1,089 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $362,070 | 1,081 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||