Position in EFX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$681,694
-$48,121 QoQ
Shares Held
4,295
+6.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#415
of 830 holders
Holding Since
Mar 2020
24 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, 2026AE Wealth Management LLC holds $52,270,578 across 5 Consulting Services names. EFX ranks #2 (1.3% of the industry book) .
All Filings in EFX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681,694 | 4,295 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $729,815 | 4,053 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $743,148 | 3,425 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $960,700 | 3,745 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $792,108 | 3,054 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $656,879 | 2,697 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $744,158 | 2,920 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $892,450 | 3,037 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $856,609 | 3,533 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $760,825 | 2,844 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,145,941 | 4,634 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $806,907 | 4,405 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $944,964 | 4,016 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $808,520 | 3,986 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $769,276 | 3,958 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $685,205 | 3,997 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $768,589 | 4,205 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $967,605 | 4,081 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,113,773 | 3,804 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $970,091 | 3,828 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $876,606 | 3,660 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $249,234 | 1,376 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $287,524 | 1,491 | Shares | Sole | 2021-02-01 | |
| 2020-03-31 | $598,444 | 5,010 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||