Position in EFX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$208,716
-$268,469 QoQ
Shares Held
1,315
-50.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#614
of 830 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $1,154,442 across 3 Consulting Services names. EFX ranks #3 (18.1% of the industry book) .
All Filings in EFX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,716 | 1,315 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $477,185 | 2,650 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $528,128 | 2,434 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $393,260 | 1,533 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $367,786 | 1,418 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $499,541 | 2,051 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $438,596 | 1,721 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $548,048 | 1,865 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $275,677 | 1,137 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $404,757 | 1,513 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $359,065 | 1,452 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $278,830 | 1,185 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $260,649 | 1,285 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $250,141 | 1,287 | Shares | Sole | 2023-01-10 | |
| 2022-03-31 | $235,914 | 995 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $312,699 | 1,068 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||