Position in SPGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$223,178
-$9,908 QoQ
Shares Held
579
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,613
of 1,991 holders
Holding Since
Jun 2023
13 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, 2026Financial Alternatives, Inc holds $223,178 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
|
579 | $223,178 |
All Filings in SPGI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,178 | 548 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $233,086 | 548 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $286,379 | 548 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $266,717 | 548 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $288,954 | 548 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $278,438 | 548 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $322,723 | 648 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $334,769 | 648 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $244,407 | 548 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $233,146 | 548 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $241,404 | 548 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $200,244 | 548 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $219,687 | 548 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||