Position in FDS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$101,695
+$91,280 QoQ
Shares Held
442
+820.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#168
of 248 holders
Holding Since
Sep 2024
7 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, 2026True Wealth Design, LLC holds $733,447 across 12 Financial Data & Stock Exchanges names. FDS ranks #4 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
351 | $135,239 | |
| 2 | MCO |
Moodys Corp /De/
|
273 | $123,647 | |
| 3 | CME |
Cme Group Inc.
|
541 | $119,469 | |
| 4 | FDS |
Factset Research Systems Inc
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|
442 | $101,695 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
1,144 | $90,170 | |
| 6 | MSCI |
MSCI Inc.
|
155 | $86,806 | |
| 7 | MORN |
Morningstar, Inc.
|
312 | $48,678 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
46 | $11,162 |
All Filings in FDS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,695 | 442 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $10,415 | 48 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $115,495 | 398 | Shares | Sole | 2026-01-08 | |
| 2025-06-30 | $447 | 1 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $454 | 1 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,164 | 17 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,817 | 17 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||