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Livermore
Livermore
ZHEN

Plotkin Financial Advisors, LLC

SEC CIK
0001826394
Latest filing
Aug 14, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by Plotkin Financial Advisors, 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)
1,037
Value
$422.3K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of SPGI by Plotkin Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,037$422.3K0.2%−20−1.9%ReducedHolders
Q1 20261,057$449.6K0.2%00.0%UnchangedHolders
Q4 20251,057$552.4K0.3%00.0%UnchangedHolders
Q3 20251,057$514.5K0.3%00.0%UnchangedHolders
Q2 20251,057$557.3K0.3%+48+4.8%AddedHolders
Q1 20251,009$512.7K0.3%+25+2.5%AddedHolders
Q4 2024984$490.1K0.3%00.0%UnchangedHolders
Q3 2024984$508.4K0.3%+84+9.3%AddedHolders
Q2 2024900$401.4K0.3%00.0%UnchangedHolders
Q1 2024900$382.9K0.3%00.0%UnchangedHolders
Q4 2023900$396.5K0.3%00.0%UnchangedHolders
Q3 2023900$328.9K0.3%00.0%UnchangedHolders
Q2 2023900$360.8K0.3%00.0%UnchangedHolders
Q1 2023900$310.3K0.3%00.0%UnchangedHolders
Q4 2022900$301.4K0.3%00.0%UnchangedHolders
Q3 2022900$274.8K0.3%00.0%UnchangedHolders
Q2 2022900$303.4K0.3%00.0%UnchangedHolders
Q1 2022900$369.2K0.3%00.0%UnchangedHolders
Q4 2021900$424.7K0.3%00.0%UnchangedHolders
Q3 2021900$382.4K0.2%00.0%UnchangedHolders
Q2 2021900$369.4K0.2%00.0%UnchangedHolders
Q1 2021900$317.6K0.2%––Holders

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