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Daner Wealth Management, LLC

SEC CIK
0001956649
Latest filing
Aug 14, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by Daner 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)
508
Value
$214.8K
% of portfolio
0.1%
Quarters held
3
Since Q3 2025
Holdings of SPGI by Daner Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026508$214.8K0.1%+4+0.8%AddedHolders
Q1 2026504$213.8K0.1%+504NewHolders
Q4 20250$00.0%−450−100.0%Sold outHolders
Q3 2025450$213.0K0.1%+450NewHolders