Position in SPGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$11,558
-$6,731 QoQ
Shares Held
32
-28.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,881
of 1,991 holders
Holding Since
Dec 2024
4 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, 2026Financial Life Planners holds $47,820 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (24.2% of the industry book) .
All Filings in SPGI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,558 | 30 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $18,289 | 43 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $20,928 | 43 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $16,933 | 34 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||