Position in SPGI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$275,619
New position
Shares Held
685
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Advyzon Investment Management, LLC holds $1,855,184 across 4 Financial Data & Stock Exchanges names.
All Filings in SPGI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,619 | 648 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||