JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in FDS — Factset Research Systems Inc
CIK 2122180
AMMON, ID
Position in FDS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$237,672
+$16,994 QoQ
Shares Held
1,033
+1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#522
of 762 holders
Holding Since
Dec 2025
3 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, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $1,216,831 across 2 Financial Data & Stock Exchanges names. FDS ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
4,434 | $979,159 | |
| 2 | FDS |
Factset Research Systems Inc
This page
|
1,033 | $237,672 |
All Filings in FDS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,672 | 1,033 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $220,678 | 1,017 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,058,612 | 3,648 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||