Position in SPGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$463,898
-$53,315 QoQ
Shares Held
1,273
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,297
of 1,991 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026GILPIN WEALTH MANAGEMENT, LLC holds $596,769 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (77.7% of the industry book) .
All Filings in SPGI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,898 | 1,204 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $517,213 | 1,216 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $621,359 | 1,189 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||