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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

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

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Quarterly reported holdings in Equifax by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
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