Skip to main content

Ducere Wealth Management LLC

Position in SPGI — S&P Global Inc.

CIK 2083656 NEWPORT BEACH, CA

Position in SPGI

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$522,317
-$2,363 QoQ
Shares Held
1,298
+22.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SPGI Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

Ducere Wealth Management LLC holds $1,418,466 across 2 Financial Data & Stock Exchanges names.

# Ticker Company Shares Value (USD) Open

All Filings in SPGI

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $522,317 1,228
2025-12-31 $524,680 1,004