Clearstead Trust, LLC

Position in EFX — Equifax Inc

CIK 1708001 PORTLAND, ME

Position in EFX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$27,617

-$31,986 QoQ

Shares Held

174

-47.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#689

of 830 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Clearstead Trust, LLC holds $97,935 across 4 Consulting Services names. EFX ranks #2 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRSK	Verisk Analytics, Inc.	295	$52,961
2	EFX	Equifax Inc This page	174	$27,617
3	BAH	Booz Allen Hamilton Holding Corp	264	$16,016
4	FCN	Fti Consulting, Inc	9	$1,341

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,617	174	-47.4%	Shares	Sole	2026-08-06
2026-03-31	$59,603	331	-28.0%	Shares	Sole	2026-05-06
2025-12-31	$99,810	460	-42.9%	Shares	Sole	2026-02-09
2025-09-30	$206,506	805	+2.4%	Shares	Sole	2025-11-10
2025-06-30	$203,864	786	-8.3%	Shares	Sole	2025-08-08
2025-03-31	$208,730	857	+18.0%	Shares	Sole	2025-05-09
2024-12-31	$185,021	726	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.