Total Wealth Planning & Management, Inc.
Position in FDS — Factset Research Systems Inc
CIK 2058383
Ponte Vedra Beach, FL
Position in FDS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,069,109
-$232,503 QoQ
Shares Held
8,993
-15.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#225
of 764 holders
Holding Since
Dec 2025
3 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, 2026Total Wealth Planning & Management, Inc. holds $2,346,723 across 2 Financial Data & Stock Exchanges names. FDS ranks #1 (88.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDS |
Factset Research Systems Inc
This page
|
8,993 | $2,069,109 | |
| 2 | COIN |
Coinbase Global, Inc.
|
1,899 | $277,614 |
All Filings in FDS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,069,109 | 8,993 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,301,612 | 10,607 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $568,482 | 1,959 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||