Position in SPGI
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$726,551
-$35,232 QoQ
Shares Held
1,886
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,132
of 1,991 holders
Holding Since
Dec 2024
7 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, 2026Forefront Wealth Partners, LLC holds $1,012,791 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
1,886 | $726,551 | |
| 2 | COIN |
Coinbase Global, Inc.
|
1,958 | $286,240 |
All Filings in SPGI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $726,551 | 1,784 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $761,783 | 1,791 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $934,390 | 1,788 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $869,264 | 1,786 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,842,878 | 3,495 | Shares | Sole | 2025-08-20 | |
| 2025-03-31 | $905,434 | 1,782 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $887,987 | 1,783 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||