Position in SPGI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$316,033
-$27,216 QoQ
Shares Held
820
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,454
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, 2026CHANNEL WEALTH LLC holds $316,033 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
|
820 | $316,033 |
All Filings in SPGI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,033 | 776 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $343,249 | 807 | Shares | Sole | 2026-05-12 | |
| 2023-06-30 | $1,213,493 | 3,027 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $769,181 | 2,231 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||