Back to FDS
Total Wealth Planning & Management, Inc. → FDS
Total Wealth Planning & Management, Inc. FDS Position History
FactSet Research Systems Inc. • Technology
Quarters held
4
Latest value
$2.4M
Q3 2026
Peak value
$2.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $568K |
| Q1 2026 | $2.3M |
| Q2 2026 | $2.1M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 9.0K | — | — |
| Q2 2026 | $2.1M | 9.0K | — | — |
| Q1 2026 | $2.3M | 10.6K | — | — |
| Q4 2025 | $568K | 2.0K | — | — |
Other funds holding FDS
$1.3B
$1.2B
$1.2B
$1.1B
$1.1B
$1.1B
$1.1B
$1.1B