Position in EFX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$21,744
-$2,925 QoQ
Shares Held
137
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#697
of 830 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026High Note Wealth, LLC holds $26,052 across 2 Consulting Services names. EFX ranks #1 (83.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
This page
|
137 | $21,744 | |
| 2 | VRSK |
Verisk Analytics, Inc.
|
24 | $4,308 |
All Filings in EFX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,744 | 137 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $24,669 | 137 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $31,462 | 145 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $35,144 | 137 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $35,533 | 137 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $33,367 | 137 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $34,914 | 137 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||