BRADLEY FOSTER & SARGENT INC/CT: EFX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRADLEY FOSTER & SARGENT INC/CT on EFX, newest first. How the timeline and the estimate are built.

BRADLEY FOSTER & SARGENT INC/CT held 40,731 EFX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 40,731 shares
Change vs previous 13F +27,588 shares
0.09% of the 13F portfolio, value $6,464,814.
13F-HR 0001015086-26-000006 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F/A 13,143 shares
Change vs previous 13F +10,519 shares
0.04% of the 13F portfolio, value $2,366,720.
13F-HR/A 0001015086-26-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,624 shares
Change vs previous 13F -2,769 shares
0.01% of the 13F portfolio, value $569,373.
13F-HR 0001015086-26-000001 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 5,393 shares
Change vs previous 13F +5,393 shares
0.02% of the 13F portfolio, value $1,383,466.
13F-HR 0001015086-25-000013 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 0 shares
Change vs previous 13F -10,997 shares
13F-HR 0001015086-25-000005 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 10,997 shares
Change vs previous 13F +5,268 shares
0.05% of the 13F portfolio, value $2,802,591.
13F-HR 0001015086-25-000004 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 5,729 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $1,683,524.
13F-HR 0001015086-24-000011 filed by BRADLEY FOSTER & SARGENT INC/CT
Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).