ELEVATION WEALTH PARTNERS, LLC

Position in SPGI — S&P Global Inc.

CIK 1976256 WALNUT CREEK, CA

Position in SPGI

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$50,088

+$7,980 QoQ

Shares Held

137

+30.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,774

of 1,991 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $245,206 across 11 Financial Data & Stock Exchanges names. SPGI ranks #2 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COIN	Coinbase Global, Inc.	442	$64,615
2	SPGI	S&P Global Inc. This page	137	$50,088
3	FDS	Factset Research Systems Inc	143	$32,901
4	MSCI	MSCI Inc.	44	$24,641
5	MORN	Morningstar, Inc.	128	$19,970
6	MCO	Moodys Corp /De/	40	$18,116
7	CME	Cme Group Inc.	76	$16,783
8	NDAQ	Nasdaq, Inc.	104	$8,197

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,088	130	+31.3%	Shares	Sole	2026-07-08
2026-03-31	$42,108	99	-7.5%	Shares	Sole	2026-04-14
2025-12-31	$55,917	107	-27.2%	Shares	Sole	2026-01-09
2025-09-30	$71,546	147	+13.1%	Shares	Sole	2025-10-14
2025-06-30	$68,547	130	0.0%	Shares	Sole	2025-07-08
2025-03-31	$66,053	130	0.0%	Shares	Sole	2025-04-09
2024-12-31	$64,743	130	-13.3%	Shares	Sole	2025-01-29
2024-09-30	$77,493	150	0.0%	Shares	Sole	2024-10-04
2024-06-30	$66,899	150	0.0%	Shares	Sole	2024-07-09
2024-03-31	$63,817	150	0.0%	Shares	Sole	2024-04-19
2023-12-31	$66,077	150	+38.9%	Shares	Sole	2024-01-17
2023-03-31	$37,235	108	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.