Peak Planning Group, LLC

Position in SPGI — S&P Global Inc.

CIK 2097384 CENTENNIAL, CO

Position in SPGI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$208,517

-$8,831 QoQ

Shares Held

541

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,637

of 1,991 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Peak Planning Group, LLC holds $208,517 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPGI	S&P Global Inc. This page	541	$208,517

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,517	512	+0.2%	Shares	Sole	2026-08-12
2026-03-31	$217,348	511	+0.2%	Shares	Sole	2026-04-22
2025-12-31	$266,520	510	+0.2%	Shares	Sole	2026-02-13
2025-09-30	$247,735	509	+0.2%	Shares	Sole	2026-05-26
2025-06-30	$267,863	508	-27.5%	Shares	Sole	2026-06-24
2025-03-31	$356,178	701	-0.7%	Shares	Sole	2026-06-24
2024-12-31	$351,609	706	+1.4%	Shares	Sole	2026-05-26
2024-09-30	$359,567	696	+0.1%	Shares	Sole	2026-06-24
2024-06-30	$309,969	695	+0.1%	Shares	Sole	2026-05-26
2024-03-31	$295,262	694	+0.1%	Shares	Sole	2026-05-26
2023-12-31	$305,280	693	+0.1%	Shares	Sole	2026-05-26
2023-09-30	$252,863	692	+0.3%	Shares	Sole	2026-05-26
2023-06-30	$276,614	690	+0.3%	Shares	Sole	2026-05-26
2023-03-31	$237,201	688	-2.5%	Shares	Sole	2026-05-26
2022-12-31	$236,467	706	+0.1%	Shares	Sole	2026-05-26
2022-09-30	$215,271	705	+0.3%	Shares	Sole	2026-05-26
2022-06-30	$236,953	703	+0.4%	Shares	Sole	2026-05-26
2021-12-31	$330,350	700	—	Shares	Sole	2026-05-26
No filing history on record for this holder in this stock.