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Cascade Financial Partners, LLC

Position in SPGI — S&P Global Inc.

CIK 2021208 SAN DIEGO, CA

Position in SPGI

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$215,647
-$49,306 QoQ
Shares Held
536
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SPGI Over Time

Shares Held

Position Value (USD)

All Filings in SPGI

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $215,647 507
2025-12-31 $264,953 507
2025-09-30 $246,761 507
2025-06-30 $278,936 529
2025-03-31 $268,784 529
2024-12-31 $289,853 582
2024-09-30 $300,156 581
2024-06-30 $259,125 581
2024-03-31 $247,186 581