Position in SPGI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$479,783
-$279,539 QoQ
Shares Held
1,192
-22.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 99%
Shared 1%
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, 2026Atlas Legacy Advisors, LLC holds $446,027 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
3,623 | $446,027 |
All Filings in SPGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $479,783 | 1,128 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $759,322 | 1,453 | Shares | Other | 2026-01-29 | |
| 2025-09-30 | $537,813 | 1,105 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $510,944 | 969 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $544,683 | 1,072 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $531,896 | 1,068 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||