Compound Planning, Inc.

Position in SPGI — S&P Global Inc.

CIK 1978879 NEW YORK, NY

Position in SPGI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,075,165

-$168,103 QoQ

Shares Held

2,790

-9.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,016

of 1,991 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $41,375,359 across 9 Financial Data & Stock Exchanges names. SPGI ranks #3 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COIN	Coinbase Global, Inc.	244,939	$35,807,631
2	MCO	Moodys Corp /De/	2,443	$1,106,483
3	SPGI	S&P Global Inc. This page	2,790	$1,075,165
4	CME	Cme Group Inc.	4,201	$927,706
5	MSCI	MSCI Inc.	1,308	$732,532
6	CBOE	Cboe Global Markets, Inc.	2,945	$714,662
7	ICE	Intercontinental Exchange, Inc.	4,393	$540,821
8	NDAQ	Nasdaq, Inc.	3,174	$250,174

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,075,165	2,640	-9.7%	Shares	Other	2026-08-04
2026-03-31	$1,243,268	2,923	-2.7%	Shares	Sole	2026-05-14
2025-12-31	$1,569,859	3,004	+12.8%	Shares	Sole	2026-02-19
2025-09-30	$1,295,622	2,662	+8.9%	Shares	Sole	2025-11-10
2025-06-30	$1,289,224	2,445	+34.2%	Shares	Sole	2025-08-14
2025-03-31	$925,758	1,822	+12.8%	Shares	Sole	2025-05-14
2024-12-31	$804,318	1,615	+35.1%	Shares	Sole	2025-01-17
2024-09-30	$617,360	1,195	+13.6%	Shares	Sole	2024-10-08
2024-06-30	$469,191	1,052	+31.2%	Shares	Sole	2024-07-26
2024-03-31	$341,210	802	+43.5%	Shares	Sole	2024-05-07
2023-12-31	$246,250	559	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.