Position in SPGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$199,969
-$20,782 QoQ
Shares Held
549
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,653
of 1,991 holders
Holding Since
Mar 2022
18 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, 2026Financial Perspectives, Inc holds $295,059 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (67.8% of the industry book) .
All Filings in SPGI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,969 | 519 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $220,751 | 519 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $271,224 | 519 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $252,602 | 519 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $273,663 | 519 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $257,098 | 506 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $258,477 | 519 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $268,125 | 519 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $231,473 | 519 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $220,808 | 519 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $229,070 | 520 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $189,647 | 519 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $208,061 | 519 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $178,935 | 519 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $173,833 | 519 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $158,476 | 519 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $174,934 | 519 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $212,883 | 519 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||