Position in EFX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$416,957
-$103,445 QoQ
Shares Held
2,627
-9.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#491
of 830 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $830,520 across 8 Consulting Services names. EFX ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
This page
|
2,627 | $416,957 | |
| 2 | VRSK |
Verisk Analytics, Inc.
|
2,012 | $361,214 | |
| 3 | BAH |
Booz Allen Hamilton Holding Corp
|
501 | $30,395 | |
| 4 | FCN |
Fti Consulting, Inc
|
67 | $9,983 | |
| 5 | CRAI |
Cra International, Inc.
|
37 | $5,265 | |
| 6 | ICFI |
ICF International, Inc.
|
51 | $3,715 | |
| 7 | HURN |
Huron Consulting Group Inc.
|
33 | $2,975 | |
| 8 | FORR |
Forrester Research, Inc.
|
2 | $16 |
All Filings in EFX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,957 | 2,627 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $520,402 | 2,890 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $519,016 | 2,392 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $531,273 | 2,071 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $564,907 | 2,178 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $484,684 | 1,990 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $746,710 | 2,930 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $857,483 | 2,918 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $722,045 | 2,978 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $49,223 | 184 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $49,705 | 201 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $50,008 | 273 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $64,236 | 273 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $55,781 | 275 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $57,530 | 296 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $55,543 | 324 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $65,252 | 357 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $105,272 | 444 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $129,998 | 444 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $111,504 | 440 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $18,681 | 78 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $12,679 | 70 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $13,498 | 70 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,983 | 70 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $12,031 | 70 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $10,153 | 85 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||