Skip to main content

Waterway Wealth Management, LLC

SEC CIK
0001992193
Latest filing
Jul 13, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by Waterway 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)
5,348
Value
$2.18M
% of portfolio
0.4%
Quarters held
4
Since Q3 2025
Holdings of SPGI by Waterway Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,348$2.18M0.4%+1,741+48.3%AddedHolders
Q1 20263,607$1.53M0.3%+1,636+83.0%AddedHolders
Q4 20251,971$1.03M0.2%+971+97.1%AddedHolders
Q3 20251,000$486.7K0.1%+1,000NewHolders