EVOLVE PRIVATE WEALTH, LLC
Position in FDS — Factset Research Systems Inc
CIK 2111131
LOS ANGELES, CA
Position in FDS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$762,715
-$425,903 QoQ
Shares Held
3,315
-19.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#332
of 762 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $4,793,683 across 7 Financial Data & Stock Exchanges names. FDS ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,971 | $1,144,807 | |
| 2 | CME |
Cme Group Inc.
|
4,208 | $929,252 | |
| 3 | FDS |
Factset Research Systems Inc
This page
|
3,315 | $762,715 | |
| 4 | MSCI |
MSCI Inc.
|
1,021 | $571,800 | |
| 5 | MCO |
Moodys Corp /De/
|
1,104 | $500,023 | |
| 6 | COIN |
Coinbase Global, Inc.
|
3,254 | $475,702 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
1,687 | $409,384 |
All Filings in FDS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $762,715 | 3,315 | Shares | Defined | 2026-08-12 | |
| 2025-12-31 | $1,188,618 | 4,096 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||