Position in SPGI
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$325,385
+$8,696 QoQ
Shares Held
809
+26.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
All Filings in SPGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $325,385 | 765 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $316,689 | 606 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $298,353 | 613 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $307,410 | 583 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $298,762 | 588 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $305,292 | 613 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||