Position in SPGI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$495,493
-$171,440 QoQ
Shares Held
1,359
-18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,268
of 1,991 holders
Holding Since
Dec 2023
11 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, 2026SFM, LLC holds $495,493 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
|
1,359 | $495,493 |
All Filings in SPGI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,493 | 1,286 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $666,933 | 1,568 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $816,808 | 1,563 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $756,834 | 1,555 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $826,263 | 1,567 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $829,727 | 1,633 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $647,936 | 1,301 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $658,690 | 1,275 | Shares | Sole | 2025-04-17 | |
| 2024-06-30 | $566,865 | 1,271 | Shares | Sole | 2025-04-17 | |
| 2024-03-31 | $531,387 | 1,249 | Shares | Sole | 2025-04-17 | |
| 2023-12-31 | $580,605 | 1,318 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||