Atlantic Edge Private Wealth Management, LLC
Position in SPGI — S&P Global Inc.
CIK 2011145
JACKSONVILLE, FL
Position in SPGI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$22,732
+$15,076 QoQ
Shares Held
62
+226.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,833
of 1,991 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $69,168 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (32.9% of the industry book) .
All Filings in SPGI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,732 | 59 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,656 | 18 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $9,406 | 18 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $8,760 | 18 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $9,491 | 18 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $9,145 | 18 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,980 | 10 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $16,531 | 32 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||