Position in SPGI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$394,930
-$36,364 QoQ
Shares Held
1,083
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,372
of 1,991 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $400,461 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (98.6% of the industry book) .
All Filings in SPGI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,930 | 1,025 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $431,294 | 1,014 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $529,906 | 1,014 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $493,523 | 1,014 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $534,672 | 1,014 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $515,213 | 1,014 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $505,002 | 1,014 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $523,852 | 1,014 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $452,243 | 1,014 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $431,406 | 1,014 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $446,687 | 1,014 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $370,525 | 1,014 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||