Position in SPGI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$268,384
-$37,860 QoQ
Shares Held
697
-8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,522
of 1,991 holders
Holding Since
Dec 2024
7 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, 2026Elm3 Financial Group, LLC holds $563,170 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
3,740 | $294,786 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
697 | $268,384 |
All Filings in SPGI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,384 | 659 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $306,244 | 720 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $381,490 | 730 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $404,456 | 831 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $464,542 | 881 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $493,873 | 972 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $512,970 | 1,030 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||