Equifax shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Equifax (EFX) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Equifax
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Quarterly reported holdings in Equifax by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 4.3k | 256.54 |
| 2025-06-30 | $1.1M | 4.3k | 259.38 |
| 2025-03-31 | $1.0M | 4.3k | 243.57 |
| 2024-12-31 | $1.1M | 4.3k | 254.86 |
| 2024-09-30 | $1.1M | 4.3k | 267.53 |
| 2024-06-30 | $1.0M | 4.3k | 242.47 |
| 2024-03-31 | $1.1M | 4.3k | 267.53 |
| 2023-12-31 | $1.1M | 4.3k | 247.30 |
| 2023-09-30 | $783k | 4.3k | 183.19 |
| 2023-06-30 | $1.0M | 4.3k | 235.31 |
| 2023-03-31 | $831k | 4.3k | 194.37 |
| 2022-12-31 | $831k | 4.3k | 194.37 |
| 2022-09-30 | $733k | 4.3k | 171.54 |
| 2022-06-30 | $781k | 4.3k | 182.78 |
| 2022-03-31 | $1.0M | 4.3k | 237.07 |
| 2021-12-31 | $1.3M | 4.3k | 292.77 |
| 2021-09-30 | $1.3M | 5.3k | 253.37 |
| 2021-06-30 | $1.3M | 5.3k | 239.52 |
| 2021-03-31 | $955k | 5.3k | 181.11 |
More positions owned by Monticello Wealth Management
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