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CAPTRUST FINANCIAL ADVISORS: EFX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 28,198 EFX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,198 shares
    Change vs previous 13F +4,636 shares

    0.01% of the 13F portfolio, value $4,475,606.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 23,562 shares
    Change vs previous 13F +9,513 shares

    0.01% of the 13F portfolio, value $4,242,521.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 14,049 shares
    Change vs previous 13F -77,230 shares

    0.01% of the 13F portfolio, value $3,048,288.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 91,279 shares
    Change vs previous 13F -13,629 shares

    0.05% of the 13F portfolio, value $23,415,835.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 104,908 shares
    Change vs previous 13F -777 shares

    0.06% of the 13F portfolio, value $27,209,959.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 105,685 shares
    Change vs previous 13F +93,125 shares

    0.06% of the 13F portfolio, value $25,740,628.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 12,560 shares
    Change vs previous 13F +926 shares

    0.01% of the 13F portfolio, value $3,200,862.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 11,634 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,418,793.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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