Position in SPGI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$29,729
-$1,320 QoQ
Shares Held
77
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,807
of 1,991 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $463,232 across 6 Financial Data & Stock Exchanges names. SPGI ranks #2 (6.4% of the industry book) .
All Filings in SPGI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,729 | 73 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $31,049 | 73 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $68,981 | 132 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $55,484 | 114 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||