Position in EFX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$499,333
+$101,739 QoQ
Shares Held
3,146
+42.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#459
of 830 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026NewEdge Advisors, LLC holds $1,466,816 across 5 Consulting Services names. EFX ranks #2 (34.0% 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 | $499,333 | 3,146 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $397,594 | 2,208 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $17,575 | 81 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $376,072 | 1,466 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $344,962 | 1,330 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $69,658 | 286 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $72,887 | 286 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $75,815 | 258 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $66,676 | 275 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $85,873 | 321 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $81,358 | 329 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $30,224 | 165 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $36,236 | 154 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $33,671 | 166 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,612 | 205 | Shares | Sole | 2023-02-14 | |
| 2020-09-30 | $1,197,931 | 7,635 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||