Position in SPGI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$617,406
-$33,789 QoQ
Shares Held
1,602
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,191
of 1,991 holders
Holding Since
Sep 2023
6 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, 2026Impact Partnership Wealth, LLC holds $1,094,862 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1,602 | $617,406 | |
| 2 | COIN |
Coinbase Global, Inc.
|
3,266 | $477,456 |
All Filings in SPGI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,406 | 1,516 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $651,195 | 1,531 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $789,110 | 1,510 | Shares | Sole | 2026-02-10 | |
| 2024-03-31 | $9,359 | 22 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $97,795 | 222 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,499 | 26 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||