Position in SPGI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$266,348
+$6,891 QoQ
Shares Held
691
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,524
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, 2026PLANNING ALTERNATIVES LTD /ADV holds $599,918 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MORN |
Morningstar, Inc.
|
2,138 | $333,570 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
691 | $266,348 |
All Filings in SPGI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,348 | 654 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $259,457 | 610 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||