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Disclosery

XXI WEALTH, LLC: SPGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of XXI WEALTH, LLC on SPGI, newest first. How the timeline and the estimate are built.

XXI WEALTH, LLC held 1,041 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,041 shares
    Change vs previous 13F -131 shares

    0.19% of the 13F portfolio, value $423,958.

    13F-HR 0002047463-26-000004 filed by XXI WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,172 shares
    Change vs previous 13F -274 shares

    0.28% of the 13F portfolio, value $498,498.

    13F-HR 0002047463-26-000003 filed by XXI WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,446 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $755,665.

    13F-HR 0002047463-26-000002 filed by XXI WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).