Position in SPGI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$498,960
-$49,728 QoQ
Shares Held
1,369
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,265
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, 2026Trueblood Wealth Management, LLC holds $2,239,224 across 3 Financial Data & Stock Exchanges names. SPGI ranks #3 (22.3% of the industry book) .
All Filings in SPGI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,960 | 1,295 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $548,688 | 1,290 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $696,612 | 1,333 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $675,553 | 1,388 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $730,824 | 1,386 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $703,718 | 1,385 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $596,141 | 1,197 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $610,128 | 1,181 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $533,415 | 1,196 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $493,947 | 1,161 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $565,627 | 1,284 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||