PARTNERS WEALTH MANAGEMENT, LLC
Position in SPGI — S&P Global Inc.
CIK 2054714
CARMEL BY THE SEA, CA
Position in SPGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$209,987
-$21,823 QoQ
Shares Held
576
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,636
of 1,991 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
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, 2026PARTNERS WEALTH MANAGEMENT, LLC holds $209,987 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
|
576 | $209,987 |
All Filings in SPGI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,987 | 545 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $231,810 | 545 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $274,882 | 526 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $256,009 | 526 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $277,881 | 527 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $267,768 | 527 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $262,959 | 528 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||