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Livermore
Livermore
ZHEN

Pasadena Private Wealth, LLC

SEC CIK
0001760578
Latest filing
Aug 10, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by Pasadena Private Wealth, 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)
668
Value
$272.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of SPGI by Pasadena Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026668$272.1K<0.1%+15+2.3%AddedHolders
Q1 2026653$277.7K<0.1%00.0%UnchangedHolders
Q4 2025653$341.3K<0.1%00.0%UnchangedHolders
Q3 2025653$317.8K<0.1%00.0%UnchangedHolders
Q2 2025653$344.3K0.1%00.0%UnchangedHolders
Q1 2025653$331.8K0.1%00.0%UnchangedHolders
Q4 2024653$325.2K0.1%00.0%UnchangedHolders
Q3 2024653$337.4K0.1%00.0%UnchangedHolders
Q2 2024653$291.2K0.1%00.0%UnchangedHolders
Q1 2024653$277.8K0.1%00.0%UnchangedHolders
Q4 2023653$287.7K0.1%00.0%UnchangedHolders
Q3 2023653$238.6K0.1%00.0%UnchangedHolders
Q2 2023653$261.8K0.1%00.0%UnchangedHolders
Q1 2023653$225.1K0.1%00.0%UnchangedHolders
Q4 2022653$218.7K0.1%+653NewHolders
Q3 20220$00.0%−653−100.0%Sold outHolders
Q2 2022653$220.0K0.1%−3−0.5%ReducedHolders
Q1 2022656$269.0K0.1%+3+0.5%AddedHolders
Q4 2021653$308.0K0.1%00.0%UnchangedHolders
Q3 2021653$277.0K0.1%00.0%UnchangedHolders
Q2 2021653$268.0K0.1%+4+0.6%AddedHolders
Q1 2021649$229.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.