QTR Family Wealth, LLC

Position in FDS — Factset Research Systems Inc

CIK 2067954 LAKE MARY, FL

Position in FDS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$273,104

New position

Shares Held

1,187

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#494

of 762 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 12% Shared 0% None 88%

Financial Services · as of Jun 30, 2026

QTR Family Wealth, LLC holds $872,633 across 3 Financial Data & Stock Exchanges names. FDS ranks #2 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	1,057	$385,298
2	FDS	Factset Research Systems Inc This page	1,187	$273,104
3	MCO	Moodys Corp /De/	473	$214,231

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,104	1,187	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.