Position in SPGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$201,593
-$40,888 QoQ
Shares Held
523
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,651
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, 2026TRITONPOINT WEALTH, LLC holds $5,587,721 across 4 Financial Data & Stock Exchanges names. SPGI ranks #4 (3.6% of the industry book) .
All Filings in SPGI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,593 | 495 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $242,481 | 464 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $887,759 | 1,824 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $950,176 | 1,802 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $964,881 | 1,899 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $887,489 | 1,782 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $894,269 | 1,731 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $786,297 | 1,763 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $813,034 | 1,911 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $968,703 | 2,199 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||