SHP Wealth Management

Position in EFX — Equifax Inc

CIK 1807060 PLYMOUTH, MA

Position in EFX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$757,253

-$102,401 QoQ

Shares Held

4,771

-0.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#401

of 830 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

SHP Wealth Management holds $767,660 across 4 Consulting Services names. EFX ranks #1 (98.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EFX	Equifax Inc This page	4,771	$757,253
2	VRSK	Verisk Analytics, Inc.	56	$10,053
3	BAH	Booz Allen Hamilton Holding Corp	5	$303
4	RGP	Resources Connection, Inc.	12	$51

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$757,253	4,771	-0.1%	Shares	Sole	2026-08-11
2026-03-31	$859,654	4,774	+0.2%	Shares	Sole	2026-05-08
2025-12-31	$1,033,909	4,765	—	Shares	Sole	2026-03-04
No filing history on record for this holder in this stock.