Position in SPGI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$958,236
+$445,741 QoQ
Shares Held
2,629
+123.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,048
of 1,991 holders
Holding Since
Jun 2024
5 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, 2026Unique Wealth Strategies, LLC holds $1,963,182 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
8,163 | $1,004,946 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
2,629 | $958,236 |
All Filings in SPGI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $958,236 | 2,487 | Shares | Sole | 2026-07-15 | |
| 2025-09-30 | $512,495 | 1,113 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $535,770 | 1,074 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $536,942 | 1,117 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $7,135 | 16 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||