Position in SPGI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$192,649
-$20,020 QoQ
Shares Held
528
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,669
of 1,991 holders
Holding Since
Mar 2020
25 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, 2026Legacy Wealth Management, LLC / MS holds $192,649 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
528 | $192,649 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,649 | 500 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $212,669 | 500 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $261,294 | 500 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $243,355 | 500 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $263,645 | 500 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $254,050 | 500 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $249,014 | 500 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $258,310 | 500 | Shares | Sole | 2024-12-12 | |
| 2024-06-30 | $269,829 | 605 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $257,397 | 605 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $266,514 | 605 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $221,073 | 605 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $274,609 | 685 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $240,994 | 699 | Shares | Sole | 2024-12-12 | |
| 2022-12-31 | $234,123 | 699 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $213,439 | 699 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $232,234 | 689 | Shares | Sole | 2024-12-12 | |
| 2022-03-31 | $282,613 | 689 | Shares | Sole | 2024-12-12 | |
| 2021-12-31 | $307,698 | 652 | Shares | Sole | 2024-12-12 | |
| 2021-09-30 | $277,028 | 652 | Shares | Sole | 2024-12-12 | |
| 2021-06-30 | $267,613 | 652 | Shares | Sole | 2024-12-12 | |
| 2021-03-31 | $230,071 | 652 | Shares | Sole | 2024-12-12 | |
| 2020-09-30 | $315,524 | 875 | Shares | Sole | 2024-12-12 | |
| 2020-06-30 | $288,295 | 875 | Shares | Sole | 2024-12-12 | |
| 2020-03-31 | $214,418 | 875 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||