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Eagle Wealth Strategies LLC

SEC CIK
0002009882
Latest filing
Jul 9, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by Eagle Wealth Strategies 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q3 2024
Holdings of SPGI by Eagle Wealth Strategies LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−508−100.0%Sold outHolders
Q4 2025508$265.5K0.1%−53−9.4%ReducedHolders
Q3 2025561$273.0K0.1%+62+12.4%AddedHolders
Q2 2025499$263.1K0.1%−1−0.2%ReducedHolders
Q1 2025500$254.1K0.2%−3−0.6%ReducedHolders
Q4 2024503$250.5K0.2%00.0%UnchangedHolders
Q3 2024503$259.9K0.2%+503NewHolders