Wilkerson Advisory Group LLC

SEC CIK: 0002079661
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

SPGI holding history

S&P Global Inc. in every 13F filed by Wilkerson 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 overview All 13F holders of SPGI Full Q2 2026 holdings

Shares (Q2 2026): 888
Value: $361.9K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of SPGI by Wilkerson Advisory Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	888	$361.9K	0.1%	+14+1.6%	Added	Holders
Q1 2026	874	$371.7K	0.1%	+40+4.8%	Added	Holders
Q4 2025	834	$435.8K	0.2%	–	No prior filing	Holders