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Worth Financial Advisory Group, LLC

SEC CIK
0001964358
Latest filing
Jul 30, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by Worth Financial Advisory Group, 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 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2023
Holdings of SPGI by Worth Financial Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−508−100.0%Sold outHolders
Q1 2024508$216.1K0.1%−3−0.6%ReducedHolders
Q4 2023511$225.1K0.2%+511NewHolders