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PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC → FDS
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC FDS Position History
FactSet Research Systems Inc. • Technology
Quarters held
5
Latest value
$2.2M
Q3 2026
Peak value
$3.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.2M |
| Q4 2025 | $2.2M |
| Q1 2026 | $1.8M |
| Q2 2026 | $2M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 8.0K | — | — |
| Q2 2026 | $2M | 8.5K | — | — |
| Q1 2026 | $1.8M | 8.5K | — | — |
| Q4 2025 | $2.2M | 7.5K | — | — |
| Q3 2025 | $3.2M | 11.1K | — | — |
Other funds holding FDS
$1.3B
$1.2B
$1.2B
$1.1B
$1.1B
$1.1B
$1.1B
$1.1B