Guardian Wealth Advisors, LLC
Position in FDS — Factset Research Systems Inc
CIK 1858828
ST LOUIS PARK, MN
Position in FDS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$701,283
+$84,381 QoQ
Shares Held
3,048
+7.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#343
of 762 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Guardian Wealth Advisors, LLC holds $1,515,802 across 2 Financial Data & Stock Exchanges names. FDS ranks #2 (46.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,114 | $814,519 | |
| 2 | FDS |
Factset Research Systems Inc
This page
|
3,048 | $701,283 |
All Filings in FDS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $701,283 | 3,048 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $616,902 | 2,843 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $566,160 | 1,951 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $516,827 | 1,804 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $223,192 | 499 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||