Position in SPGI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$578,717
+$374,980 QoQ
Shares Held
1,588
+213.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,226
of 1,991 holders
Holding Since
Mar 2026
2 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, 2026WEALTHEDGE INVESTMENT ADVISORS, LLC holds $578,717 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
|
1,588 | $578,717 |
All Filings in SPGI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $578,717 | 1,502 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $203,737 | 479 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||