Position in SPGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,481,204
+$1,213,514 QoQ
Shares Held
3,844
+561.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#930
of 1,991 holders
Holding Since
Dec 2022
13 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, 2026Compass Wealth Management LLC holds $4,934,674 across 3 Financial Data & Stock Exchanges names. SPGI ranks #3 (30.0% of the industry book) .
All Filings in SPGI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,481,204 | 3,637 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $267,690 | 550 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $290,009 | 550 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $331,789 | 653 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $325,213 | 653 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $337,352 | 653 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $291,237 | 653 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $277,818 | 653 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $287,659 | 653 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $238,612 | 653 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $261,781 | 653 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $225,134 | 653 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $218,715 | 653 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||