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FactSet Research Systems shares owned by Kingsview Wealth Management

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Kingsview Wealth Management from 13F filings

Historical chart of Kingsview Wealth Management investment in FactSet Research Systems

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All positions including FactSet Research Systems held by Kingsview Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.1M 28k 290.19
2025-09-30 $622k 2.2k 286.51
2025-06-30 $1.2M 2.7k 447.30
2025-03-31 $1.2M 2.7k 454.65
2024-12-31 $1.3M 2.7k 480.29
2024-09-30 $1.3M 2.8k 459.85
2024-06-30 $1.2M 3.0k 408.27
2024-03-31 $1.9M 4.1k 454.39
2023-12-31 $2.0M 4.1k 477.05
2023-09-30 $1.9M 4.2k 437.26
2023-06-30 $1.8M 4.4k 400.65
2023-03-31 $2.0M 4.8k 415.09
2022-12-31 $2.3M 5.8k 401.21
2022-09-30 $2.4M 5.9k 400.03
2022-06-30 $2.2M 5.7k 384.64
2022-03-31 $505k 1.2k 434.15
2021-12-31 $633k 1.3k 486.18
2021-09-30 $365k 925 394.59
2021-06-30 $290k 863 336.04
2021-03-31 $249k 787 316.39
2020-12-31 $213k 642 331.78
2020-09-30 $433k 1.3k 334.62
2020-06-30 $479k 1.5k 328.76
2020-03-31 $206k 792 260.10
2018-06-30 $261k 1.3k 198.33
2018-03-31 $262k 1.3k 199.09