Wealth Intelligence, LLC

SEC CIK: 0002112078
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

SPGI holding history

S&P Global Inc. in every 13F filed by Wealth Intelligence, 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): 1,054
Value: $429.3K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of SPGI by Wealth Intelligence, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,054	$429.3K	0.2%	+157+17.5%	Added	Holders
Q1 2026	897	$381.5K	0.2%	+48+5.7%	Added	Holders
Q4 2025	849	$443.7K	0.2%	–	No prior filing	Holders