Ownership history in Formidable Asset Management, LLC · 30 quarters on record
This page tracks every 13F SEC filing in which Formidable Asset Management, LLC reported a position in FACTSET RESH SYSTEMS INCORPORATED (FDS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,637 | -202 | -11.0% | 0.12% | $732K | $283.89 |
| 2025 Q2 | UNCHANGED | 1,839 | — | 0% | 0.14% | $836K | $441.92 |
| 2025 Q1 | REDUCED | 1,839 | -43 | -2.3% | 0.14% | $836K | $448.13 |
| 2024 Q4 | REDUCED | 1,882 | -136 | -6.7% | 0.15% | $904K | $472.32 |
| 2024 Q3 | REDUCED | 2,018 | -616 | -23.4% | 0.15% | $928K | $451.27 |
| 2024 Q2 | REDUCED | 2,634 | -279 | -9.6% | 0.17% | $1.1M | $399.65 |
| 2024 Q1 | REDUCED | 2,913 | -534 | -15.5% | 0.22% | $1.3M | $443.66 |
| 2023 Q4 | REDUCED | 3,447 | -104 | -2.9% | 0.34% | $1.6M | $464.80 |
| 2023 Q3 | REDUCED | 3,551 | -58 | -1.6% | 0.34% | $1.6M | $425.12 |
| 2023 Q2 | REDUCED | 3,609 | -244 | -6.3% | 0.32% | $1.4M | $388.64 |
As of 2025 Q4 — sorted by position size