Position in FDS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$7,362
+$6,495 QoQ
Shares Held
32
+700.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#668
of 762 holders
Holding Since
Dec 2023
11 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, 2026Aspect Partners, LLC holds $80,624 across 9 Financial Data & Stock Exchanges names. FDS ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
73 | $26,585 | |
| 2 | MCO |
Moodys Corp /De/
|
31 | $14,039 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
105 | $12,925 | |
| 4 | COIN |
Coinbase Global, Inc.
|
63 | $9,209 | |
| 5 | FDS |
Factset Research Systems Inc
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|
32 | $7,362 | |
| 6 | MSCI |
MSCI Inc.
|
9 | $5,040 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
17 | $4,125 | |
| 8 | CME |
Cme Group Inc.
|
5 | $1,103 |
All Filings in FDS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,362 | 32 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $867 | 4 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $2,901 | 10 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,863 | 10 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,683 | 6 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $2,727 | 6 | Shares | Other | 2025-04-24 | |
| 2024-12-31 | $2,881 | 6 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $2,759 | 6 | Shares | Other | 2024-10-15 | |
| 2024-06-30 | $2,449 | 6 | Shares | Other | 2024-07-15 | |
| 2024-03-31 | $2,726 | 6 | Shares | Other | 2024-05-17 | |
| 2023-12-31 | $2,862 | 6 | Shares | Other | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||