Position in SPGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$391,376
-$17,375 QoQ
Shares Held
1,016
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.05%
of 13F equity value
Holder Rank
#1,377
of 1,991 holders
Holding Since
Dec 2022
15 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, 2026Heritage Wealth Management, Inc./Texas holds $391,376 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
|
1,016 | $391,376 |
All Filings in SPGI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,376 | 961 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $408,751 | 961 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $582,165 | 1,114 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $542,194 | 1,114 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $587,401 | 1,114 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $566,023 | 1,114 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $604,608 | 1,214 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $653,007 | 1,264 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $608,343 | 1,364 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $580,313 | 1,364 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $633,908 | 1,439 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $579,174 | 1,585 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $626,991 | 1,564 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $588,522 | 1,707 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $575,761 | 1,719 | Shares | Sole | 2023-02-23 | |
| No filing history on record for this holder in this stock. | ||||||