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Livermore
Livermore
ZHEN

Herold Advisors, Inc.

SEC CIK
0001891713
Latest filing
Jul 22, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by Herold Advisors, Inc., 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)
4,485
Value
$1.82M
% of portfolio
0.4%
Quarters held
18
Since Q3 2021
Holdings of SPGI by Herold Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,485$1.82M0.4%−50−1.1%ReducedHolders
Q1 20264,535$1.93M0.4%00.0%UnchangedHolders
Q4 20254,535$2.37M0.5%−300−6.2%ReducedHolders
Q3 20254,835$2.35M0.5%+181+3.9%AddedHolders
Q2 20254,654$2.45M0.5%−711−13.3%ReducedHolders
Q1 20255,365$2.73M0.6%−20−0.4%ReducedHolders
Q4 20245,385$2.68M0.6%−400−6.9%ReducedHolders
Q3 20245,785$2.99M0.6%−300−4.9%ReducedHolders
Q2 20246,085$2.71M0.6%−405−6.2%ReducedHolders
Q1 20246,490$2.76M0.7%−100−1.5%ReducedHolders
Q4 20236,590$2.90M0.8%−20.0%ReducedHolders
Q3 20236,592$2.41M0.7%−78−1.2%ReducedHolders
Q2 20236,670$2.67M0.8%00.0%UnchangedHolders
Q1 20236,670$2.30M0.8%−750−10.1%ReducedHolders
Q4 20227,420$2.49M1.1%+7,420NewHolders
Q2 20220$00.0%−7,270−100.0%Sold outHolders
Q1 20227,270$2.98M1.1%−200−2.7%ReducedHolders
Q4 20217,470$3.52M1.4%00.0%UnchangedHolders
Q3 20217,470$3.17M1.2%–No prior filingHolders