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Philip James Wealth Mangement, LLC

Position in SPGI — S&P Global Inc.

CIK 2002630 MILTON, GA

Position in SPGI

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$395,991
-$96,811 QoQ
Shares Held
984
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 6% Shared 0% None 94%

Common Shares in SPGI Over Time

Shares Held

Position Value (USD)

All Filings in SPGI

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $395,991 931
2025-12-31 $492,802 943
2025-09-30 $417,110 857
2025-06-30 $279,463 530
2025-03-31 $262,687 517