Position in FDS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,840
+$105 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#713
of 762 holders
Holding Since
Dec 2024
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, 2026Millstone Evans Group, LLC holds $233,619 across 8 Financial Data & Stock Exchanges names. FDS ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
482 | $185,710 | |
| 2 | CME |
Cme Group Inc.
|
138 | $30,474 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
87 | $10,710 | |
| 4 | FDS |
Factset Research Systems Inc
This page
|
8 | $1,840 | |
| 5 | MSCI |
MSCI Inc.
|
3 | $1,680 | |
| 6 | MCO |
Moodys Corp /De/
|
3 | $1,358 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
4 | $970 | |
| 8 | COIN |
Coinbase Global, Inc.
|
6 | $877 |
All Filings in FDS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,840 | 8 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,735 | 8 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,321 | 8 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,291 | 8 | Shares | Sole | 2025-10-30 | |
| 2024-12-31 | $4,802 | 10 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||