FactSet Research Systems shares owned by LWM Advisory Services
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by LWM Advisory Services
from 13F filings
Historical chart of LWM Advisory Services investment in FactSet Research Systems
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Quarterly reported holdings in FactSet Research Systems by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 4.0k | 459.85 |
| 2024-06-30 | $1.6M | 4.0k | 408.27 |
| 2024-03-31 | $1.8M | 4.0k | 454.39 |
| 2023-12-31 | $1.9M | 4.0k | 477.05 |
| 2023-09-30 | $1.7M | 4.0k | 437.26 |
| 2023-06-30 | $1.6M | 4.0k | 400.65 |
| 2023-03-31 | $1.7M | 4.0k | 415.09 |
| 2022-12-31 | $1.6M | 4.0k | 401.21 |
| 2022-09-30 | $1.6M | 4.0k | 400.15 |
| 2022-06-30 | $1.5M | 4.0k | 384.48 |