Position in SPGI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,583,657
-$135,541 QoQ
Shares Held
6,706
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#792
of 1,991 holders
Holding Since
Mar 2020
26 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, 2026ALTFEST L J & CO INC holds $2,583,657 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
|
6,706 | $2,583,657 |
All Filings in SPGI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,583,657 | 6,344 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,719,198 | 6,393 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,422,964 | 6,550 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,187,463 | 6,549 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,428,439 | 6,502 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,360,573 | 6,614 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,347,259 | 6,721 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,489,251 | 6,754 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,377,557 | 7,573 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,217,252 | 7,562 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,354,559 | 7,615 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,788,808 | 7,632 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,336,607 | 8,323 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,864,349 | 8,308 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,780,002 | 8,300 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,538,374 | 8,313 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,898,041 | 8,598 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,988,571 | 7,286 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,286,520 | 6,964 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,960,633 | 6,968 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,861,247 | 6,971 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,471,854 | 7,005 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,269,551 | 6,904 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $2,488,500 | 6,901 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,336,314 | 10,126 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $2,585,032 | 10,549 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||