Position in SPGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$268,791
-$108,485 QoQ
Shares Held
698
-25.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,520
of 1,991 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Ariadne Wealth Management, LP holds $491,174 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (54.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
698 | $268,791 | |
| 2 | MCO |
Moodys Corp /De/
|
491 | $222,383 |
All Filings in SPGI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,791 | 660 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $377,276 | 887 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $344,909 | 660 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $320,255 | 658 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $315,846 | 599 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $358,210 | 705 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $278,896 | 560 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $291,890 | 565 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||