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

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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
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