Position in SPGI
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$263,285
-$63,856 QoQ
Shares Held
654
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026AGH Wealth Advisors, LLC holds $463,521 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
2,099 | $463,521 |
All Filings in SPGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $263,285 | 619 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $327,141 | 626 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $342,643 | 704 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $371,739 | 705 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $423,247 | 833 | Shares | Other | 2025-04-11 | |
| 2024-12-31 | $424,819 | 853 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||