Position in SPGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$894,661
-$105,738 QoQ
Shares Held
2,454
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,069
of 1,991 holders
Holding Since
Dec 2023
11 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, 2026Premier Path Wealth Partners, LLC holds $3,722,138 across 6 Financial Data & Stock Exchanges names. SPGI ranks #2 (24.0% 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 | $894,661 | 2,322 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,000,399 | 2,352 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,125,136 | 2,153 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,139,388 | 2,341 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,169,002 | 2,217 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $990,286 | 1,949 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $921,355 | 1,850 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $953,680 | 1,846 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $818,855 | 1,836 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $691,356 | 1,625 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $732,584 | 1,663 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||