Position in FDS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$557,483
+$22,603 QoQ
Shares Held
2,423
-1.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#374
of 762 holders
Holding Since
Dec 2020
23 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, 2026Kesler, Norman & Wride, LLC holds $8,898,674 across 5 Financial Data & Stock Exchanges names. FDS ranks #3 (6.3% of the industry book) .
All Filings in FDS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,483 | 2,423 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $534,880 | 2,465 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $786,995 | 2,712 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $915,049 | 3,194 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,323,054 | 2,958 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,360,737 | 2,993 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,534,014 | 3,194 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,806,290 | 3,928 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,209,965 | 5,413 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,635,462 | 5,800 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,869,455 | 6,015 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,677,780 | 6,124 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,580,987 | 6,442 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,645,368 | 6,373 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,448,584 | 6,103 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,954,137 | 4,884 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,897,468 | 4,934 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,239,345 | 5,158 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,513,643 | 5,172 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,058,382 | 5,214 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,805,917 | 5,381 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,824,047 | 12,392 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $4,032,892 | 12,129 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||