Burt Wealth Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Equifax by Burt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $384k 1.3k 293.86
2024-06-30 $317k 1.3k 242.46
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