Position in SPGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$788,862
+$106,192 QoQ
Shares Held
2,047
+20.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,103
of 1,991 holders
Holding Since
Jun 2023
9 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, 2026Goldstone Financial Group, LLC holds $2,176,497 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (36.2% of the industry book) .
All Filings in SPGI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $788,862 | 1,937 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $682,670 | 1,605 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $846,073 | 1,619 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $713,516 | 1,466 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $572,109 | 1,085 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $393,777 | 775 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $279,394 | 561 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $263,476 | 510 | Shares | Sole | 2024-10-28 | |
| 2023-06-30 | $227,304 | 567 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||