Formula Systems shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Formula Systems (FORTY) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Formula Systems
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Quarterly reported holdings in Formula Systems by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $206k | 1.9k | 110.30 |
| 2025-06-30 | $222k | 1.7k | 127.76 |
| 2021-12-31 | $257k | 2.1k | 123.97 |
| 2021-09-30 | $202k | 2.1k | 98.30 |
| 2021-06-30 | $360k | 4.0k | 90.07 |
| 2021-03-31 | $388k | 4.4k | 88.85 |
| 2020-12-31 | $387k | 4.5k | 85.45 |
| 2020-09-30 | $381k | 4.6k | 83.13 |
| 2020-06-30 | $355k | 4.7k | 75.16 |
| 2020-03-31 | $293k | 5.5k | 53.55 |
| 2019-12-31 | $440k | 6.3k | 70.06 |
| 2019-09-30 | $463k | 7.4k | 62.47 |
| 2019-06-30 | $426k | 7.6k | 56.29 |
| 2019-03-31 | $348k | 7.7k | 45.09 |
| 2018-12-31 | $311k | 8.0k | 39.05 |
| 2018-09-30 | $325k | 8.2k | 39.66 |
| 2018-06-30 | $342k | 9.7k | 35.36 |
| 2018-03-31 | $577k | 16k | 36.18 |
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