Position in SPGI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,314,227
-$58,345 QoQ
Shares Held
3,411
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#958
of 1,991 holders
Holding Since
Jun 2024
9 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, 2026SILVERLAKE WEALTH MANAGEMENT LLC holds $1,314,227 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
|
3,411 | $1,314,227 |
All Filings in SPGI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,314,227 | 3,227 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,372,572 | 3,227 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,688,488 | 3,231 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,570,126 | 3,226 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,702,619 | 3,229 | Shares | Sole | 2025-08-25 | |
| 2025-03-31 | $1,954,660 | 3,847 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,914,925 | 3,845 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,987,437 | 3,847 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,715,761 | 3,847 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||