National Wealth Management Group, LLC

Position in SPGI — S&P Global Inc.

CIK 1977723 CINCINNATI, OH

Position in SPGI

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$396,471

-$99,475 QoQ

Shares Held

1,088

-11.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,369

of 1,991 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

National Wealth Management Group, LLC holds $998,104 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (39.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	1,088	$396,471
2	ICE	Intercontinental Exchange, Inc.	2,691	$331,289
3	FDS	Factset Research Systems Inc	1,175	$270,344

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$396,471	1,029	-11.7%	Shares	Sole	2026-07-14
2026-03-31	$495,946	1,166	-15.5%	Shares	Sole	2026-05-11
2025-12-31	$721,174	1,380	-44.4%	Shares	Sole	2026-01-12
2025-09-30	$1,208,014	2,482	—	Shares	Sole	2025-10-31
No filing history on record for this holder in this stock.