Accretive Wealth Partners, LLC

Position in EFX — Equifax Inc

CIK 1844444 PARSIPPANY, NJ

Position in EFX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$652,497

-$167,361 QoQ

Shares Held

4,111

-9.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#419

of 830 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Accretive Wealth Partners, LLC holds $2,303,421 across 3 Consulting Services names. EFX ranks #3 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FCN	Fti Consulting, Inc	6,107	$910,004
2	VRSK	Verisk Analytics, Inc.	4,127	$740,920
3	EFX	Equifax Inc This page	4,111	$652,497

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$652,497	4,111	-9.7%	Shares	Sole	2026-07-29
2026-03-31	$819,858	4,553	+1.2%	Shares	Sole	2026-04-22
2025-12-31	$976,626	4,501	-4.2%	Shares	Sole	2026-01-28
2025-09-30	$1,205,691	4,700	+3.0%	Shares	Sole	2025-11-07
2025-06-30	$1,183,764	4,564	+1.1%	Shares	Sole	2025-07-29
2025-03-31	$1,099,916	4,516	+10.7%	Shares	Sole	2025-05-07
2024-12-31	$1,039,533	4,079	+0.5%	Shares	Sole	2025-01-30
2024-09-30	$1,192,777	4,059	-0.3%	Shares	Sole	2024-11-12
2024-06-30	$987,297	4,072	-0.5%	Shares	Sole	2024-08-05
2024-03-31	$1,094,424	4,091	-1.3%	Shares	Sole	2024-05-06
2023-12-31	$1,025,017	4,145	+0.3%	Shares	Sole	2024-02-13
2023-09-30	$756,716	4,131	+1.3%	Shares	Sole	2023-11-06
2023-06-30	$959,318	4,077	+4.4%	Shares	Sole	2023-08-07
2023-03-31	$791,887	3,904	+1.2%	Shares	Sole	2023-05-04
2022-12-31	$749,840	3,858	+4.2%	Shares	Sole	2023-02-13
2022-09-30	$634,976	3,704	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$676,103	3,699	-7.7%	Shares	Sole	2022-08-12
2022-03-31	$950,059	4,007	+1.7%	Shares	Sole	2022-05-12
2021-12-31	$1,153,592	3,940	+1.7%	Shares	Sole	2022-02-14
2021-09-30	$982,002	3,875	+3.1%	Shares	Sole	2021-11-12
2021-06-30	$900,557	3,760	+8.6%	Shares	Sole	2021-08-13
2021-03-31	$627,072	3,462	+7.4%	Shares	Sole	2021-05-17
2020-12-31	$621,716	3,224	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.