Position in SPGI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,060,573
+$526,372 QoQ
Shares Held
5,653
+48.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#849
of 1,991 holders
Holding Since
Sep 2025
4 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, 2026Waterway Wealth Management, LLC holds $5,868,397 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (35.1% of the industry book) .
All Filings in SPGI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,060,573 | 5,348 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,534,201 | 3,607 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,030,024 | 1,971 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $486,710 | 1,000 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||