Position in SPGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$429,607
-$12,746 QoQ
Shares Held
1,179
+7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,324
of 1,991 holders
Holding Since
Dec 2024
7 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, 2026Flywheel Private Wealth LLC holds $877,665 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (48.9% of the industry book) .
All Filings in SPGI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,607 | 1,115 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $442,353 | 1,040 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $229,939 | 440 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $214,152 | 440 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $232,007 | 440 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $223,564 | 440 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $219,133 | 440 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||