Position in FDS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$12,605,853
+$717,188 QoQ
Shares Held
54,789
0.0% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#6
of 196 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026INVESTMENT HOUSE LLC holds $36,415,012 across 3 Financial Data & Stock Exchanges names. FDS ranks #2 (34.6% of the industry book) .
All Filings in FDS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,605,853 | 54,789 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $11,888,665 | 54,789 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $12,302,024 | 42,393 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,951,133 | 10,301 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||