Position in SPGI
as of Mar 31, 2026
· filed May 28, 2026
Position Value
$675,014
-$803,393 QoQ
Shares Held
1,677
-43.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026COZAD ASSET MANAGEMENT INC holds $240,047 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
530 | $240,047 |
All Filings in SPGI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $675,014 | 1,587 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $1,478,407 | 2,829 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,359,381 | 2,793 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,539,686 | 2,920 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,879,970 | 3,700 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,947,297 | 3,910 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,017,401 | 3,905 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,853,575 | 4,156 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,698,821 | 3,993 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,152,380 | 4,886 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,137,648 | 5,850 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,399,947 | 8,481 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,705,933 | 10,749 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,302,508 | 9,860 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,391,848 | 14,383 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,715,862 | 16,958 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $6,807,346 | 16,596 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $7,091,220 | 15,026 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $4,805,930 | 11,311 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $4,203,418 | 10,241 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,740,002 | 4,931 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,085,137 | 3,301 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,266,066 | 3,511 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,203,919 | 3,654 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $997,353 | 4,070 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||