Position in SPGI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$32,580
+$30,023 QoQ
Shares Held
85
+1114.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,802
of 1,991 holders
Holding Since
Mar 2023
4 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, 2026Buck Wealth Strategies, LLC holds $95,401 across 7 Financial Data & Stock Exchanges names. SPGI ranks #2 (34.2% of the industry book) .
All Filings in SPGI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,580 | 80 | Shares | Sole | 2026-07-30 | |
| 2023-09-30 | $2,557 | 7 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,806 | 7 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $2,413 | 7 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||