Position in FDS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$27,839
+$18,509 QoQ
Shares Held
121
+181.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#624
of 762 holders
Holding Since
Mar 2025
6 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, 2026Activest Wealth Management holds $500,427 across 11 Financial Data & Stock Exchanges names. FDS ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
2,627 | $384,041 | |
| 2 | MCO |
Moodys Corp /De/
|
83 | $37,592 | |
| 3 | MSCI |
MSCI Inc.
|
51 | $28,562 | |
| 4 | FDS |
Factset Research Systems Inc
This page
|
121 | $27,839 | |
| 5 | MORN |
Morningstar, Inc.
|
52 | $8,113 | |
| 6 | SPGI |
S&P Global Inc.
|
20 | $7,320 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
62 | $4,886 | |
| 8 | CME |
Cme Group Inc.
|
5 | $1,104 |
All Filings in FDS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,839 | 121 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $9,330 | 43 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $11,607 | 40 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $0 | 0 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,025 | 9 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $0 | 0 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||