Position in SPGI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,846
-$615 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,864
of 1,991 holders
Holding Since
Jun 2025
5 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, 2026IMG Wealth Management, Inc. holds $39,628 across 4 Financial Data & Stock Exchanges names. SPGI ranks #2 (34.9% of the industry book) .
All Filings in SPGI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,846 | 34 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $14,461 | 34 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,155 | 29 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,654 | 26 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $13,709 | 26 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||