Position in SPGI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$844,299
-$266,727 QoQ
Shares Held
2,098
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026Beverly Hills Private Wealth, LLC holds $272,739 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
487 | $272,739 |
All Filings in SPGI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $844,299 | 1,985 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,111,026 | 2,126 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,058,591 | 2,175 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,201,166 | 2,278 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,216,897 | 2,395 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,232,124 | 2,474 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,319,961 | 2,555 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,401,327 | 3,142 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,422,702 | 3,344 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,568,690 | 3,561 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,339,225 | 3,665 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,933,712 | 7,318 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||