Legacy Financial Advisors »

FactSet Research Systems shares owned by Legacy Financial Advisors

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Legacy Financial Advisors from 13F filings

Historical chart of Legacy Financial Advisors investment in FactSet Research Systems

Tip: Access up to 7 years of quarterly data

All positions including FactSet Research Systems held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in FactSet Research Systems by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $365k 802 454.44
2023-12-31 $357k 748 477.09
2023-09-30 $296k 676 437.29
2023-06-30 $206k 515 400.66
2023-03-31 $204k 491 415.09
2019-03-31 $10k 41 243.90
2018-12-31 $3.0k 13 230.77
2018-09-30 $2.0k 13 153.85
2018-06-30 $3.0k 13 230.77
2018-03-31 $2.0k 13 153.85
2017-12-31 $2.0k 13 153.85