National Wealth Management Group, LLC
Position in FDS — Factset Research Systems Inc
CIK 1977723
CINCINNATI, OH
Position in FDS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$270,344
+$8,872 QoQ
Shares Held
1,175
-2.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#497
of 762 holders
Holding Since
Sep 2023
5 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, 2026National Wealth Management Group, LLC holds $998,104 across 3 Financial Data & Stock Exchanges names. FDS ranks #3 (27.1% of the industry book) .
All Filings in FDS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,344 | 1,175 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $261,472 | 1,205 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $402,783 | 1,388 | Shares | Sole | 2026-01-12 | |
| 2023-12-31 | $462,261 | 969 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $451,252 | 1,032 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||