BAKER TILLY WEALTH MANAGEMENT, LLC
Position in FDS — Factset Research Systems Inc
CIK 1840565
MADISON, WI
Position in FDS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$263,671
-$76,431 QoQ
Shares Held
1,146
-2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#502
of 762 holders
Holding Since
Dec 2020
22 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $925,503 across 3 Financial Data & Stock Exchanges names. FDS ranks #3 (28.5% of the industry book) .
All Filings in FDS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,671 | 1,146 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $340,102 | 1,172 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $330,609 | 1,154 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $524,659 | 1,173 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $551,478 | 1,213 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $613,317 | 1,277 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $550,900 | 1,198 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $511,154 | 1,252 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,504,030 | 3,310 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,560,907 | 3,272 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,478,813 | 3,382 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,703,586 | 6,748 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,309,145 | 5,563 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $2,205,852 | 5,498 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,002,950 | 5,006 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,907,851 | 4,961 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,000,129 | 4,607 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,119,003 | 4,360 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,579,120 | 4,000 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,124,629 | 3,351 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $937,805 | 3,039 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $407,312 | 1,225 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||