Position in SPGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$244,664
-$56,051 QoQ
Shares Held
671
-10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,559
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, 2026Traveka Wealth, LLC holds $244,664 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
|
671 | $244,664 |
All Filings in SPGI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,664 | 635 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $300,715 | 707 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $330,799 | 633 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $328,042 | 674 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $345,374 | 655 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $356,686 | 702 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $374,020 | 751 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $347,685 | 673 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $279,641 | 627 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $252,717 | 594 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $245,369 | 557 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||