Position in SPGI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$811,261
+$138,374 QoQ
Shares Held
2,106
+26.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,094
of 1,991 holders
Holding Since
Dec 2023
11 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, 2026Invera Wealth Advisors, LLC holds $2,424,951 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (33.5% of the industry book) .
All Filings in SPGI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $811,261 | 1,992 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $672,887 | 1,582 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $887,880 | 1,699 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $839,574 | 1,725 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $906,938 | 1,720 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $872,915 | 1,718 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $3,653,547 | 7,336 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,992,439 | 7,728 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,625,087 | 8,128 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,396,367 | 7,983 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,534,291 | 8,023 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||