Triad Wealth Partners, LLC

Position in SPGI — S&P Global Inc.

CIK 2012717 LAWRENCE, KS

Position in SPGI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$239,468

New position

Shares Held

622

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,573

of 1,991 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triad Wealth Partners, LLC holds $2,275,987 across 6 Financial Data & Stock Exchanges names. SPGI ranks #5 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COIN	Coinbase Global, Inc.	5,438	$794,981
2	CBOE	Cboe Global Markets, Inc.	1,759	$426,856
3	CME	Cme Group Inc.	1,650	$364,369
4	MCO	Moodys Corp /De/	590	$267,222
5	SPGI	S&P Global Inc. This page	622	$239,468
6	TRU	TransUnion	2,538	$183,091

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,468	588	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.