BURLING WEALTH PARTNERS, LLC

Position in SPGI — S&P Global Inc.

CIK 2054946 CHICAGO, IL

Position in SPGI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$305,037

+$15,381 QoQ

Shares Held

792

+10.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,470

of 1,991 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BURLING WEALTH PARTNERS, LLC holds $8,178,904 across 5 Financial Data & Stock Exchanges names. SPGI ranks #4 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NDAQ	Nasdaq, Inc.	40,696	$3,207,658
2	CME	Cme Group Inc.	13,149	$2,903,693
3	ICE	Intercontinental Exchange, Inc.	12,444	$1,531,980
4	SPGI	S&P Global Inc. This page	792	$305,037
5	CBOE	Cboe Global Markets, Inc.	950	$230,536

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$305,037	749	+10.0%	Shares	Sole	2026-08-04
2026-03-31	$289,656	681	-57.0%	Shares	Sole	2026-05-08
2025-12-31	$827,259	1,583	-10.3%	Shares	Sole	2026-02-06
2025-09-30	$859,043	1,765	-18.2%	Shares	Sole	2025-11-07
2025-06-30	$1,137,891	2,158	-11.4%	Shares	Sole	2025-08-08
2025-03-31	$1,237,731	2,436	-3.3%	Shares	Sole	2025-05-02
2024-12-31	$1,254,039	2,518	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.