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S&p Global shares owned by Steel Peak Wealth Management

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Steel Peak Wealth Management from 13F filings

Historical chart of Steel Peak Wealth Management investment in S&p Global

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All positions including S&p Global held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 6.1k 486.71
2025-06-30 $1.1M 2.1k 527.29
2025-03-31 $1.3M 2.5k 508.06
2024-12-31 $1.2M 2.5k 498.03
2024-06-30 $1.8M 4.0k 446.00
2024-03-31 $1.3M 3.0k 425.45
2023-12-31 $1.3M 3.0k 440.52
2023-09-30 $914k 2.5k 365.41