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Atticus Wealth Management, LLC

SEC CIK
0001800234
Latest filing
Jul 15, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by Atticus Wealth Management, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of SPGI by Atticus Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−388−100.0%Sold outHolders
Q4 2025388$202.7K0.1%+388NewHolders
Q3 20250$00.0%−326−100.0%Sold outHolders
Q2 2025326$171.9K<0.1%+172+111.7%AddedHolders
Q1 2025154$78.2K<0.1%00.0%UnchangedHolders
Q4 2024154$76.7K<0.1%00.0%UnchangedHolders
Q3 2024154$79.6K<0.1%00.0%UnchangedHolders
Q2 2024154$68.7K<0.1%00.0%UnchangedHolders
Q1 2024154$65.5K<0.1%00.0%UnchangedHolders
Q4 2023154$67.8K<0.1%00.0%UnchangedHolders
Q3 2023154$56.3K<0.1%00.0%UnchangedHolders
Q2 2023154$61.7K<0.1%00.0%UnchangedHolders
Q1 2023154$53.1K<0.1%00.0%UnchangedHolders
Q4 2022154$51.6K<0.1%−14−8.3%ReducedHolders
Q3 2022168$57.0K<0.1%00.0%UnchangedHolders
Q2 2022168$57.0K<0.1%00.0%UnchangedHolders
Q1 2022168$69.0K<0.1%+45+36.6%AddedHolders
Q4 2021123$58.0K<0.1%+23+23.0%AddedHolders
Q3 2021100$43.0K<0.1%−14−12.3%ReducedHolders
Q2 2021114$47.0K<0.1%00.0%UnchangedHolders
Q1 2021114$40.0K<0.1%––Holders

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