Position in SPGI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$275,307
-$94,313 QoQ
Shares Held
715
-22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,514
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, 2026Topsail Wealth Management, LLC holds $275,307 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
|
715 | $275,307 |
All Filings in SPGI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,307 | 676 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $369,620 | 869 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $458,834 | 878 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $444,366 | 913 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $441,341 | 837 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $432,393 | 851 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $301,806 | 606 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||