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Equifax shares owned by Burt Wealth Advisors

Quarter-by-quarter ownership of Equifax (EFX) shares owned by Burt Wealth Advisors from 13F filings

Historical chart of Burt Wealth Advisors investment in Equifax

Tip: Access up to 7 years of quarterly data

All positions including Equifax held by Burt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equifax by Burt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $474k 1.8k 267.52
2023-12-31 $286k 1.2k 247.29
2023-09-30 $212k 1.2k 183.18
2023-06-30 $272k 1.2k 235.30
2023-03-31 $235k 1.2k 202.84
2022-12-31 $225k 1.2k 194.64
2022-03-31 $247k 1.0k 236.82
2021-12-31 $305k 1.0k 292.43
2021-09-30 $264k 1.0k 253.12
2021-06-30 $250k 1.0k 239.69
2020-12-31 $201k 1.0k 192.71
2020-09-30 $164k 1.0k 157.24
2020-06-30 $211k 1.2k 171.96
2020-03-31 $147k 1.2k 119.80
2019-12-31 $172k 1.2k 140.18
2019-09-30 $188k 1.3k 140.40
2019-06-30 $181k 1.3k 135.18
2019-03-31 $159k 1.3k 118.75
2018-12-31 $125k 1.3k 93.35
2018-09-30 $175k 1.3k 130.69
2018-06-30 $168k 1.3k 125.47
2018-03-31 $158k 1.3k 118.00
2017-12-31 $158k 1.3k 118.00
2017-09-30 $144k 1.4k 105.73
2017-06-30 $264k 1.9k 137.14
2017-03-31 $263k 1.9k 136.62
2016-12-31 $228k 1.9k 118.44
2016-09-30 $259k 1.9k 134.55
2016-06-30 $247k 1.9k 128.31
2016-03-31 $143k 1.9k 74.29
2015-12-31 $214k 1.9k 111.17
2015-09-30 $187k 1.9k 97.14
2015-06-30 $186k 1.9k 96.62
2015-03-31 $179k 1.9k 93.00
2014-12-31 $156k 1.9k 81.04