Caliber Wealth Management, LLC / KS
Position in SPGI — S&P Global Inc.
CIK 2067120
Overland Park, KS
Position in SPGI
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,966,772
+$228,116 QoQ
Shares Held
4,888
+39.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Caliber Wealth Management, LLC / KS holds $2,955,809 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
13,385 | $2,955,809 |
All Filings in SPGI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,966,772 | 4,624 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,738,656 | 3,327 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,570,126 | 3,226 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,794,895 | 3,404 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,718,394 | 3,382 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||