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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
2025-09-30 $217k 847 256.53
2025-06-30 $220k 847 259.37
2025-03-31 $206k 847 243.56
2024-12-31 $216k 847 254.85
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)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Select Sector Spdr Tr Financial (XLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard World Health Car Etf (VHT)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Lakeshore Financial Planning

Top funds holding Equifax

Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
Harris Associates L.P
State Street Corporation
Morgan Stanley
Massachusetts Financial Services
Geode Capital Management
Kayne Anderson Rudnick Investment Management
Generation Investment Management
FMR
Brown Advisory Holdings Incorporated
T. Rowe Price Investment Management
Parnassus Investments
Lazard Asset Management

View all funds holding Equifax