Position in SPGI
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$7,737
-$344 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,903
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, 2026Copia Wealth Management holds $20,278 across 3 Financial Data & Stock Exchanges names. SPGI ranks #2 (38.2% of the industry book) .
All Filings in SPGI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,737 | 19 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $8,081 | 19 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,929 | 19 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,247 | 19 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $10,018 | 19 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $9,653 | 19 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $9,462 | 19 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||