Position in SPGI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$204,851
-$29,743 QoQ
Shares Held
532
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,646
of 1,991 holders
Holding Since
Mar 2025
4 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, 2026Yukon Wealth Management, Inc. holds $204,851 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
|
532 | $204,851 |
All Filings in SPGI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,851 | 503 | Shares | Sole | 2026-08-17 | |
| 2025-09-30 | $234,594 | 482 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $252,044 | 478 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $236,774 | 466 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||