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
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Quarterly reported holdings in FactSet Research Systems by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $230k | 801 | 286.59 |
| 2025-06-30 | $380k | 850 | 447.40 |
| 2025-03-31 | $391k | 860 | 454.75 |
| 2024-12-31 | $408k | 850 | 480.38 |
| 2024-09-30 | $389k | 846 | 459.93 |
| 2024-06-30 | $341k | 834 | 408.33 |
| 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 |