QTR Family Wealth, LLC

Position in SPGI — S&P Global Inc.

CIK 2067954 LAKE MARY, FL

Position in SPGI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$385,298

-$117,453 QoQ

Shares Held

1,057

-15.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,384

of 1,991 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Financial Services · as of Jun 30, 2026

QTR Family Wealth, LLC holds $872,633 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (44.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	1,057	$385,298
2	FDS	Factset Research Systems Inc	1,187	$273,104
3	MCO	Moodys Corp /De/	473	$214,231

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$385,298	1,000	-15.4%	Shares	Sole	2026-07-27
2026-03-31	$502,751	1,182	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.