Caerus Investment Advisors, LLC
Position in FDS — Factset Research Systems Inc
CIK 1862682
WEST LAKE HILLS, TX
Position in FDS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$517,910
+$308,298 QoQ
Shares Held
2,251
+133.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#383
of 762 holders
Holding Since
Dec 2025
3 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, 2026Caerus Investment Advisors, LLC holds $1,254,158 across 4 Financial Data & Stock Exchanges names. FDS ranks #1 (41.3% of the industry book) .
All Filings in FDS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,910 | 2,251 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $209,612 | 966 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $572,544 | 1,973 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||