Position in EFX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$859,627
-$250,864 QoQ
Shares Held
5,416
-12.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#381
of 830 holders
Holding Since
Jun 2021
16 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, 2026Integrated Wealth Concepts LLC holds $2,154,199 across 11 Consulting Services names. EFX ranks #1 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
This page
|
5,416 | $859,627 | |
| 2 | VRSK |
Verisk Analytics, Inc.
|
2,484 | $445,952 | |
| 3 | BAH |
Booz Allen Hamilton Holding Corp
|
6,169 | $374,273 | |
| 4 | FCN |
Fti Consulting, Inc
|
1,800 | $268,218 | |
| 5 | ICFI |
ICF International, Inc.
|
1,840 | $134,062 | |
| 6 | CRAI |
Cra International, Inc.
|
186 | $26,467 | |
| 7 | RGP |
Resources Connection, Inc.
|
3,593 | $15,270 | |
| 8 | HURN |
Huron Consulting Group Inc.
|
157 | $14,155 |
All Filings in EFX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $859,627 | 5,416 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,110,491 | 6,167 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $624,394 | 2,434 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,071,716 | 4,132 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $991,532 | 4,071 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,034,436 | 4,059 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,263,010 | 4,298 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,083,311 | 4,468 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,348,835 | 5,042 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $895,931 | 3,623 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $707,990 | 3,865 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $909,905 | 3,867 | Shares | Other | 2023-08-15 | |
| 2022-03-31 | $208,885 | 881 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $262,925 | 898 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $227,317 | 897 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $220,828 | 922 | Shares | Other | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||