Position in SPGI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,654,697
+$80,940 QoQ
Shares Held
4,295
+9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#897
of 1,991 holders
Holding Since
Dec 2023
10 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, 2026BKM Wealth Management, LLC holds $1,654,697 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
4,295 | $1,654,697 |
All Filings in SPGI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,654,697 | 4,063 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,573,757 | 3,700 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,433,986 | 2,744 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,954,627 | 4,016 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,895,080 | 3,594 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,914,520 | 3,768 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,625,569 | 3,264 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,576,724 | 3,052 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,375,017 | 3,083 | Shares | Sole | 2024-07-24 | |
| 2023-12-31 | $62,994 | 143 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||