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IronOak Wealth LLC.

SEC CIK
0002037081
Latest filing
Jul 14, 2025

SPGI holding history

S&P Global Inc. in every 13F filed by IronOak Wealth 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 2025 holdings

Shares (Q2 2025)
3,769
Value
$1.99M
% of portfolio
1.9%
Quarters held
2
Since Q4 2024
Holdings of SPGI by IronOak Wealth LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20253,769$1.99M1.9%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20242,192$1.09M1.2%–No prior filingHolders