Position in EFX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$130,626
+$10,700 QoQ
Shares Held
823
+23.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#639
of 830 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $214,393 across 9 Consulting Services names. EFX ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
This page
|
823 | $130,626 | |
| 2 | BAH |
Booz Allen Hamilton Holding Corp
|
592 | $35,916 | |
| 3 | VRSK |
Verisk Analytics, Inc.
|
140 | $25,134 | |
| 4 | ICFI |
ICF International, Inc.
|
128 | $9,326 | |
| 5 | FCN |
Fti Consulting, Inc
|
55 | $8,195 | |
| 6 | CRAI |
Cra International, Inc.
|
27 | $3,842 | |
| 7 | FORR |
Forrester Research, Inc.
|
140 | $1,177 | |
| 8 | RGP |
Resources Connection, Inc.
|
39 | $165 |
All Filings in EFX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,626 | 823 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $119,926 | 666 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $32,113 | 148 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $23,087 | 90 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,334 | 9 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,704 | 7 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $25,739 | 101 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,469 | 5 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,212 | 5 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,070 | 4 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $494 | 2 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $366 | 2 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $470 | 2 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $405 | 2 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $388 | 2 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||