FactSet Research Systems shares owned by ValMark Advisers
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in FactSet Research Systems
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Quarterly reported holdings in FactSet Research Systems by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $559k | 2.0k | 286.49 |
| 2025-06-30 | $881k | 2.0k | 447.28 |
| 2025-03-31 | $884k | 1.9k | 454.64 |
| 2024-12-31 | $932k | 1.9k | 480.28 |
| 2024-09-30 | $883k | 1.9k | 459.85 |
| 2024-06-30 | $782k | 1.9k | 408.27 |
| 2024-03-31 | $871k | 1.9k | 454.39 |
| 2023-12-31 | $914k | 1.9k | 477.05 |
| 2023-09-30 | $843k | 1.9k | 437.26 |
| 2023-06-30 | $772k | 1.9k | 400.65 |
| 2023-03-31 | $800k | 1.9k | 415.09 |
| 2022-12-31 | $773k | 1.9k | 401.21 |
| 2022-09-30 | $785k | 2.0k | 400.10 |
| 2022-06-30 | $755k | 2.0k | 384.81 |
| 2022-03-31 | $854k | 2.0k | 433.94 |
| 2021-12-31 | $931k | 1.9k | 486.16 |
| 2021-09-30 | $754k | 1.9k | 394.76 |
| 2021-06-30 | $641k | 1.9k | 335.60 |
| 2021-03-31 | $590k | 1.9k | 308.74 |
| 2020-12-31 | $627k | 1.9k | 332.45 |