Position in SPGI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$214,610
-$69,942 QoQ
Shares Held
589
-16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,628
of 1,991 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $3,704,885 across 4 Financial Data & Stock Exchanges names. SPGI ranks #4 (5.8% 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 | $214,610 | 557 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $284,552 | 669 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $280,630 | 537 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $617,635 | 1,269 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $718,696 | 1,363 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $835,824 | 1,645 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $1,046,858 | 2,102 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $469,607 | 909 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $503,087 | 1,128 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $445,446 | 1,047 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $397,349 | 902 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||