Position in FDS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$391,136
+$38,528 QoQ
Shares Held
1,700
+4.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#425
of 762 holders
Holding Since
Mar 2025
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, 2026SlateStone Wealth, LLC holds $391,136 across 1 Financial Data & Stock Exchanges name. FDS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDS |
Factset Research Systems Inc
This page
|
1,700 | $391,136 |
All Filings in FDS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,136 | 1,700 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $352,608 | 1,625 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $430,932 | 1,485 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $419,707 | 1,465 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $655,265 | 1,465 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $666,047 | 1,465 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||