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Targeted Financial Services LLC

SEC CIK
0001758288
Latest filing
Jul 16, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by Targeted Financial Services LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings

Shares (Q2 2026)
666
Value
$271.2K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of SPGI by Targeted Financial Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026666$271.2K0.2%00.0%UnchangedHolders
Q1 2026666$283.3K0.2%00.0%UnchangedHolders
Q4 2025666$348.0K0.3%–No prior filingHolders