Position in FDS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$376,180
+$139,661 QoQ
Shares Held
1,635
+50.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#433
of 762 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Alpha Family Trust holds $750,859 across 2 Financial Data & Stock Exchanges names. FDS ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDS |
Factset Research Systems Inc
This page
|
1,635 | $376,180 | |
| 2 | SPGI |
S&P Global Inc.
|
972 | $374,679 |
All Filings in FDS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,180 | 1,635 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $236,519 | 1,090 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $475,911 | 1,640 | Shares | Defined | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||