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Equifax shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Equifax (EFX) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Equifax

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Equifax by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $35k 120 293.86
2024-06-30 $30k 125 242.46

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Fidelity High Dividend Etf Etf (FDVV)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Mascoma Wealth Management

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