Measured Wealth Private Client Group, LLC
Position in FDS — Factset Research Systems Inc
CIK 1720235
PORTSMOUTH, NH
Position in FDS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$60,971
+$1,082 QoQ
Shares Held
265
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#602
of 762 holders
Holding Since
Dec 2021
6 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, 2026Measured Wealth Private Client Group, LLC holds $180,273 across 4 Financial Data & Stock Exchanges names. FDS ranks #2 (33.8% of the industry book) .
All Filings in FDS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,971 | 265 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $59,889 | 276 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $80,092 | 276 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $79,071 | 276 | Shares | Sole | 2025-11-14 | |
| 2022-03-31 | $203,616 | 469 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $227,938 | 469 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||