Position in EFX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,444
+$843 QoQ
Shares Held
28
+40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#763
of 830 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $20,071 across 3 Consulting Services names. EFX ranks #3 (22.1% of the industry book) .
All Filings in EFX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,444 | 28 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,601 | 20 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $39,273 | 181 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $63,362 | 247 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,787 | 84 | Shares | Sole | 2025-08-12 | |
| 2023-06-30 | $37,648 | 160 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $48,884 | 241 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $24,100 | 124 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $46,426 | 254 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $55,007 | 232 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||