SAGE PRIVATE WEALTH GROUP, LLC
Position in FDS — Factset Research Systems Inc
CIK 1845635
OAKBROOK TERRACE, IL
Position in FDS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$633,180
+$9,768 QoQ
Shares Held
2,752
-4.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#356
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, 2026SAGE PRIVATE WEALTH GROUP, LLC holds $1,788,586 across 3 Financial Data & Stock Exchanges names. FDS ranks #2 (35.4% 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 | $633,180 | 2,752 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $623,412 | 2,873 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $644,221 | 2,220 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $607,931 | 2,122 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $606,064 | 1,355 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $528,291 | 1,162 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $541,755 | 1,128 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $516,411 | 1,123 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $443,381 | 1,086 | Shares | Sole | 2025-01-29 | |
| 2024-03-31 | $362,603 | 798 | Shares | Sole | 2025-01-29 | |
| 2023-12-31 | $206,562 | 433 | Shares | Sole | 2025-01-29 | |
| 2023-09-30 | $238,743 | 546 | Shares | Sole | 2025-01-29 | |
| 2023-06-30 | $213,145 | 532 | Shares | Sole | 2025-01-29 | |
| 2023-03-31 | $220,827 | 532 | Shares | Sole | 2025-01-29 | |
| 2022-12-31 | $224,677 | 560 | Shares | Sole | 2025-01-29 | |
| 2022-09-30 | $224,061 | 560 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $215,359 | 560 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $230,533 | 531 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $230,368 | 474 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $195,416 | 495 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $166,126 | 495 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $152,752 | 495 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $147,297 | 443 | Shares | Sole | 2021-03-02 | |
| No filing history on record for this holder in this stock. | ||||||