Equifax shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Equifax (EFX) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Equifax
Tip: Access up to 7 years of quarterly data
All positions including Equifax held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Equifax by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $400k | 1.6k | 242.39 |
| 2024-03-31 | $503k | 1.9k | 267.57 |
| 2023-12-31 | $479k | 1.9k | 247.34 |
| 2022-12-31 | $998k | 5.1k | 194.36 |
| 2022-09-30 | $379k | 2.2k | 171.26 |
| 2022-06-30 | $388k | 2.1k | 182.76 |
| 2022-03-31 | $439k | 1.9k | 237.04 |
| 2021-09-30 | $228k | 900 | 253.33 |
| 2021-06-30 | $190k | 794 | 239.29 |
| 2021-03-31 | $101k | 560 | 180.36 |
More positions owned by Heritage Wealth Management
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