S&p Global shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in S&p Global
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Quarterly reported holdings in S&p Global by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 10k | 486.69 |
| 2025-06-30 | $5.4M | 10k | 527.28 |
| 2025-03-31 | $4.2M | 8.2k | 508.12 |
| 2024-12-31 | $4.5M | 8.9k | 498.02 |
| 2024-09-30 | $4.6M | 9.0k | 516.64 |
| 2024-06-30 | $2.4M | 5.4k | 445.98 |
| 2024-03-31 | $2.2M | 5.2k | 425.49 |
| 2023-12-31 | $2.1M | 4.8k | 440.56 |
| 2023-09-30 | $1.6M | 4.4k | 365.41 |
| 2023-06-30 | $857k | 2.1k | 400.86 |
| 2023-03-31 | $1.4M | 4.1k | 344.80 |
| 2022-12-31 | $3.2M | 8.5k | 370.58 |
| 2022-09-30 | $3.2M | 9.1k | 351.47 |
| 2022-03-31 | $3.4M | 8.9k | 376.51 |
More positions owned by WealthPlan Investment Management
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