Position in EFX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,609,420
-$433,114 QoQ
Shares Held
10,140
-10.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#318
of 830 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $2,424,388 across 5 Consulting Services names. EFX ranks #1 (66.4% of the industry book) .
All Filings in EFX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,609,420 | 10,140 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $2,042,534 | 11,343 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,376,147 | 10,951 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $3,311,032 | 12,907 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $2,666,323 | 10,280 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,599,272 | 10,672 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $2,740,147 | 10,752 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,200,429 | 10,891 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $2,652,027 | 10,938 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,042,237 | 11,372 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $2,816,880 | 11,391 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,190,832 | 11,960 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $3,016,781 | 12,821 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $3,829,416 | 18,879 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $4,269,506 | 21,967 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $5,841,820 | 34,077 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $6,215,799 | 34,007 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $8,309,880 | 35,048 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $5,910,258 | 20,186 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $3,597,296 | 14,195 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $3,517,922 | 14,688 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $2,640,513 | 14,578 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $2,469,894 | 12,808 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $2,029,344 | 12,934 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $1,485,558 | 8,643 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $909,492 | 7,614 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||