ICW Investment Advisors LLC
Position in FDS — Factset Research Systems Inc
CIK 1794820
Scottsdale, AZ
Position in FDS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,232,768
+$62,541 QoQ
Shares Held
5,358
-0.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#277
of 762 holders
Holding Since
Mar 2020
26 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, 2026ICW Investment Advisors LLC holds $2,389,164 across 3 Financial Data & Stock Exchanges names. FDS ranks #1 (51.6% of the industry book) .
All Filings in FDS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,232,768 | 5,358 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,170,227 | 5,393 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,403,939 | 4,838 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,492,039 | 5,208 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,135,314 | 4,774 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,121,350 | 4,666 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,225,617 | 4,634 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,086,339 | 4,537 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,795,163 | 4,397 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,019,763 | 4,445 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,099,974 | 4,402 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,906,890 | 4,361 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,673,515 | 4,177 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,717,642 | 4,138 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,583,977 | 3,948 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,571,632 | 3,928 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,507,898 | 3,921 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,701,433 | 3,919 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,897,869 | 3,905 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,519,508 | 3,849 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,282,365 | 3,821 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,176,962 | 3,814 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,258,180 | 3,784 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,303,352 | 3,892 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,275,777 | 3,884 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,031,510 | 3,957 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||