Position in FDS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$889,258
+$554,010 QoQ
Shares Held
3,865
+150.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#313
of 762 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Caitlin John, LLC holds $950,912 across 6 Financial Data & Stock Exchanges names. FDS ranks #1 (93.5% of the industry book) .
All Filings in FDS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $889,258 | 3,865 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $335,248 | 1,545 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $342,713 | 1,181 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $11,173 | 39 | Shares | Defined | 2025-11-12 | |
| 2024-12-31 | $23,053 | 48 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $21,612 | 47 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||