Position in SPGI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$444,905
-$60,962 QoQ
Shares Held
1,106
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $444,905 | 1,046 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $505,867 | 968 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $483,788 | 994 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $427,104 | 810 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $431,376 | 849 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $442,748 | 889 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||