PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in EFX — Equifax Inc
CIK 2145782
WALTHAM, MA
Position in EFX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,237
-$23,394 QoQ
Shares Held
33
-79.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#756
of 830 holders
Holding Since
Dec 2023
11 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $5,237 across 1 Consulting Services name. EFX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
This page
|
33 | $5,237 |
All Filings in EFX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,237 | 33 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $28,631 | 159 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $97,857 | 451 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $143,656 | 560 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $157,956 | 609 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $128,356 | 527 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $149,342 | 586 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $158,684 | 540 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $130,928 | 540 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $120,384 | 450 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $66,768 | 270 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||