HIGHLINE WEALTH PARTNERS LLC
Position in FDS — Factset Research Systems Inc
CIK 2042654
SHERMAN OAKS, CA
Position in FDS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,043
+$1,062 QoQ
Shares Held
48
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#652
of 762 holders
Holding Since
Sep 2022
16 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, 2026HIGHLINE WEALTH PARTNERS LLC holds $380,905 across 9 Financial Data & Stock Exchanges names. FDS ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
679 | $247,361 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
332 | $40,872 | |
| 3 | COIN |
Coinbase Global, Inc.
|
128 | $18,712 | |
| 4 | CME |
Cme Group Inc.
|
82 | $18,108 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
179 | $14,108 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
56 | $13,589 | |
| 7 | FDS |
Factset Research Systems Inc
This page
|
48 | $11,043 | |
| 8 | MSCI |
MSCI Inc.
|
16 | $8,960 |
All Filings in FDS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,043 | 48 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,981 | 46 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $870 | 3 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $859 | 3 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,789 | 4 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,637 | 8 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,440 | 3 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,379 | 3 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,224 | 3 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $1,363 | 3 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $1,431 | 3 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $1,311 | 3 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $1,201 | 3 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $1,245 | 3 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $1,203 | 3 | Shares | Sole | 2024-10-29 | |
| 2022-09-30 | $1,200 | 3 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||