Deane Retirement Strategies, Inc. FDS — FACTSET RESH SYS INC COM

Ownership history in Deane Retirement Strategies, Inc.  ·  2 quarters on record

AI Ownership Summary

Deane Retirement Strategies, Inc. reported FACTSET RESH SYS INC COM (FDS) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 1.59% in 2026 Q2. The latest visible filing shows FDS at 1.59% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FDS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Deane Retirement Strategies, Inc.'s position in FACTSET RESH SYS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FDS was reported at 1.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.59% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FDS stock page Deane Retirement Strategies, Inc. fund profile Deane Retirement Strategies, Inc. full holdings
How Deane Retirement Strategies, Inc. held FDS — position size vs. price
% of Fund (quarterly)    FDS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 16,335 +7,423 +83.3% 1.59% $3.8M 2026-07-09 $241.90
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FDS

As of 2026 Q2 — sorted by position size

BRIGHT ROCK CAPITAL MANAGEMENT, LLC 3Y 7Y 0.28% Bath Savings Trust Co 3Y 7Y 0.15% WINCAP FINANCIAL LLC 0.12% HARRELL INVESTMENT PARTNERS, LLC 3Y 0.08% JGP Wealth Management, LLC 3Y 7Y 0.03% Mayflower Financial Advisors, LLC 3Y 0.02% Grove Bank & Trust 3Y 7Y 0.02% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.02% GAMMA Investing LLC 0.01% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01%

FAQ About Deane Retirement Strategies, Inc. and FDS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Deane Retirement Strategies, Inc. reported owning FDS?

Deane Retirement Strategies, Inc. reported FDS across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported FDS position in Deane Retirement Strategies, Inc.'s portfolio?

The largest reported portfolio weight for FDS was 1.59% in 2026 Q2.

What is the latest reported FDS position on this page?

The most recent filing on this page is 2026 Q2, when Deane Retirement Strategies, Inc. reported 16,335 shares, equal to 1.59% of portfolio, with an estimated market value of $3.8M.

What does the chart on this FDS ownership page compare?

The chart compares Deane Retirement Strategies, Inc.'s quarterly FDS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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