Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,629
-$72 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,954
of 1,991 holders
Holding Since
Dec 2025
3 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, 2026Sunrise Financial Services, LLC holds $7,130 across 5 Financial Data & Stock Exchanges names. SPGI ranks #3 (22.8% of the industry book) .
All Filings in SPGI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,629 | 4 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,701 | 4 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,090 | 4 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||