Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$242,319
+$11,785 QoQ
Shares Held
629
+9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,567
of 1,991 holders
Holding Since
Mar 2026
2 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, 2026Legacy Wealth Advisors, LLC holds $242,319 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
|
629 | $242,319 |
All Filings in SPGI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,319 | 595 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $230,534 | 542 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||