Position in SPGI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$799,878
-$86,955 QoQ
Shares Held
2,194
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,098
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, 2026BARLOW WEALTH PARTNERS, LLC holds $9,786,942 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MORN |
Morningstar, Inc.
|
57,602 | $8,987,064 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
2,194 | $799,878 |
All Filings in SPGI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $799,878 | 2,076 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $886,833 | 2,085 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,087,509 | 2,081 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,117,486 | 2,296 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,204,330 | 2,284 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,233,158 | 2,427 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,208,718 | 2,427 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,809,720 | 3,503 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,562,337 | 3,503 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $16,105,409 | 37,855 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $16,452,099 | 37,347 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||