Position in EFX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$16,506
-$10,144 QoQ
Shares Held
104
-29.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#712
of 830 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in EFX Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $27,323 across 5 Consulting Services names. EFX ranks #1 (60.4% of the industry book) .
All Filings in EFX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,506 | 104 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $26,650 | 148 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $32,112 | 148 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||