Heritage Family Offices, LLP
Family OfficePosition in SPGI — S&P Global Inc.
CIK 2019316
SCOTTSDALE, AZ
Position in SPGI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$220,734
-$332,166 QoQ
Shares Held
573
-48.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,618
of 1,991 holders
Holding Since
Jun 2024
8 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, 2026Heritage Family Offices, LLP holds $1,164,849 across 3 Financial Data & Stock Exchanges names. SPGI ranks #3 (18.9% of the industry book) .
All Filings in SPGI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,734 | 542 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $552,900 | 1,058 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $552,415 | 1,135 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $607,438 | 1,152 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $585,331 | 1,152 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $553,809 | 1,112 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $541,934 | 1,049 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $479,895 | 1,076 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||