Institute for Wealth Management, LLC.
Position in FDS — Factset Research Systems Inc
CIK 1533954
DENVER, CO
Position in FDS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$177,161
-$101,020 QoQ
Shares Held
770
-39.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#563
of 762 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $5,586,490 across 10 Financial Data & Stock Exchanges names. FDS ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
8,700 | $1,921,221 | |
| 2 | MCO |
Moodys Corp /De/
|
2,146 | $971,966 | |
| 3 | MSCI |
MSCI Inc.
|
1,694 | $948,707 | |
| 4 | SPGI |
S&P Global Inc.
|
2,352 | $906,153 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
3,251 | $400,230 | |
| 6 | FDS |
Factset Research Systems Inc
This page
|
770 | $177,161 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
480 | $116,481 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
920 | $72,514 |
All Filings in FDS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,161 | 770 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $278,181 | 1,282 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $400,462 | 1,380 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $666,948 | 2,328 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,004,590 | 2,246 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,025,213 | 2,255 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,031,161 | 2,147 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,000,633 | 2,176 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $743,051 | 1,820 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $720,662 | 1,586 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $757,078 | 1,587 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $686,498 | 1,570 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $627,818 | 1,567 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $687,804 | 1,657 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $682,458 | 1,701 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $698,592 | 1,746 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $648,000 | 1,685 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $745,435 | 1,717 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $831,077 | 1,710 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $925,364 | 2,344 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $687,329 | 2,048 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $586,938 | 1,902 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $541,310 | 1,628 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $506,673 | 1,513 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $400,733 | 1,220 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||