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Equifax shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Equifax (EFX) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Equifax

Tip: Access up to 7 years of quarterly data

All positions including Equifax held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equifax by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $249k 847 293.86
2024-06-30 $205k 847 242.46
2024-03-31 $227k 847 267.52

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Select Sector Spdr Tr Financial (XLF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lakeshore Financial Planning

Top funds holding Equifax

Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
State Street Corporation
T. Rowe Price Associates
Massachusetts Financial Services
FMR
Kayne Anderson Rudnick Investment Management
Geode Capital Management
T. Rowe Price Investment Management
Invesco
Parnassus Investments
Generation Investment Management
Cantillon Capital Mgnt
Harris Associates L.P

View all funds holding Equifax