LEGACY CAPITAL WEALTH MANAGEMENT, LLC
Position in SPGI — S&P Global Inc.
CIK 2071183
THE WOODLANDS, TX
Position in SPGI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$446,181
-$116,125 QoQ
Shares Held
1,109
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
All Filings in SPGI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $446,181 | 1,049 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $562,306 | 1,076 | Shares | Sole | 2026-02-11 | |
| 2024-12-31 | $1,919,905 | 3,855 | Shares | Sole | 2025-06-04 | |
| No filing history on record for this holder in this stock. | ||||||