SEC 13F Intelligence

Lifeplan Financial, LLC / SPGI

Lifeplan Financial, LLC’s S&P Global Inc Position

Does Lifeplan Financial, LLC own S&P Global Inc (SPGI)? Yes — 3.3K shares worth $1M (+1.03% of its 13F portfolio) as of Q1 2026, up from 2.1K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
3.3K
% of Portfolio
+1.03%
Quarters Held
4
currently held

Position History SPGI

Reported value by quarter
Q2 ’25: $561,037Q2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.3K$1M+1.03%
Q4 20252.1K$1M+0.84%
Q3 20252.1K$1M+0.80%
Q2 20251.1K$561,037+0.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifeplan Financial, LLC’s full portfolio or all institutional holders of SPGI.