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Livermore
Livermore
ZHEN

Thrive Wealth Management, LLC

SEC CIK
0001847610
Latest filing
Jul 7, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by Thrive 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 (Q2 2026)
2,084
Value
$848.6K
% of portfolio
0.1%
Quarters held
18
Since Q1 2022
Holdings of SPGI by Thrive Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,084$848.6K0.1%−128−5.8%ReducedHolders
Q1 20262,212$941.0K0.1%−422−16.0%ReducedHolders
Q4 20252,634$1.38M0.2%−32−1.2%ReducedHolders
Q3 20252,666$1.30M0.2%−18−0.7%ReducedHolders
Q2 20252,684$1.42M0.2%−21−0.8%ReducedHolders
Q1 20252,705$1.37M0.3%−229−7.8%ReducedHolders
Q4 20242,934$1.46M0.3%−58−1.9%ReducedHolders
Q3 20242,992$1.55M0.3%−9−0.3%ReducedHolders
Q2 20243,001$1.34M0.3%+409+15.8%AddedHolders
Q1 20242,592$1.10M0.2%+88+3.5%AddedHolders
Q4 20232,504$1.10M0.2%−57−2.2%ReducedHolders
Q3 20232,561$935.7K0.2%+356+16.1%AddedHolders
Q2 20232,205$884.0K0.2%+155+7.6%AddedHolders
Q1 20232,050$706.7K0.2%+320+18.5%AddedHolders
Q4 20221,730$579.5K0.2%+113+7.0%AddedHolders
Q3 20221,617$494.0K0.2%+243+17.7%AddedHolders
Q2 20221,374$463.0K0.2%+118+9.4%AddedHolders
Q1 20221,256$515.0K0.2%+1,256NewHolders