Invenio Wealth Partners LLC
- SEC CIK
- 0001989341
- Latest filing
- Jul 30, 2026
SPGI holding history
S&P Global Inc. in every 13F filed by Invenio Wealth Partners 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 (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −466−100.0% | Sold out | Holders |
| Q2 2025 | 466 | $245.7K | 0.1% | −118−20.2% | Reduced | Holders |
| Q1 2025 | 584 | $296.7K | 0.1% | +10+1.7% | Added | Holders |
| Q4 2024 | 574 | $285.9K | 0.1% | +22+4.0% | Added | Holders |
| Q3 2024 | 552 | $285.2K | 0.1% | +18+3.4% | Added | Holders |
| Q2 2024 | 534 | $238.2K | 0.1% | −367−40.7% | Reduced | Holders |
| Q1 2024 | 901 | $383.3K | 0.2% | −196−17.9% | Reduced | Holders |
| Q4 2023 | 1,097 | $483.3K | 0.3% | −115−9.5% | Reduced | Holders |
| Q3 2023 | 1,212 | $442.9K | 0.4% | −138−10.2% | Reduced | Holders |
| Q2 2023 | 1,350 | $541.2K | 0.6% | – | No prior filing | Holders |