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Activest Wealth Management: EFX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Activest Wealth Management on EFX, newest first. How the timeline and the estimate are built.

Activest Wealth Management held 112 EFX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112 shares
    Change vs previous 13F -57 shares

    <0.01% of the 13F portfolio, value $17,777.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 169 shares
    Change vs previous 13F +98 shares

    0.01% of the 13F portfolio, value $30,432.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 71 shares
    Change vs previous 13F +44 shares

    <0.01% of the 13F portfolio, value $15,406.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27 shares
    Change vs previous 13F +15 shares

    <0.01% of the 13F portfolio, value $6,926.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12 shares
    Change vs previous 13F -188 shares

    <0.01% of the 13F portfolio, value $3,112.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 200 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $48,712.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 194 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $49,441.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 194 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $57,009.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).