Position in SPGI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,286,534
-$188,545 QoQ
Shares Held
3,339
-8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#965
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, 2026CVFG LLC holds $1,286,534 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
|
3,339 | $1,286,534 |
All Filings in SPGI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,286,534 | 3,159 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,475,079 | 3,468 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,120,955 | 2,145 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,060,541 | 2,179 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,151,601 | 2,184 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,111,214 | 2,187 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,128,535 | 2,266 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||