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Detalus Advisors, LLC: EFX position timeline

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

Detalus Advisors, LLC held 27,000 EFX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,000 shares
    Change vs previous 13F -983 shares

    0.84% of the 13F portfolio, value $4,285,440.

    13F-HR 0001799677-26-000005 filed by Detalus Advisors, LLC
    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 27,983 shares
    Change vs previous 13F 0 shares

    1.15% of the 13F portfolio, value $5,038,899.

    13F-HR 0001799677-26-000003 filed by Detalus Advisors, LLC
    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 27,983 shares
    Change vs previous 13F 0 shares

    1.48% of the 13F portfolio, value $6,071,751.

    13F-HR 0001799677-26-000001 filed by Detalus Advisors, LLC
    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 27,983 shares
    Change vs previous 13F -17 shares

    1.86% of the 13F portfolio, value $7,178,479.

    13F-HR 0001799677-25-000007 filed by Detalus Advisors, LLC
    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 28,000 shares
    Change vs previous 13F -500 shares

    2.1% of the 13F portfolio, value $7,262,360.

    13F-HR 0001799677-25-000004 filed by Detalus Advisors, LLC
    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 28,500 shares
    Change vs previous 13F 0 shares

    2.18% of the 13F portfolio, value $6,941,460.

    13F-HR 0001799677-25-000003 filed by Detalus Advisors, LLC
    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 28,500 shares
    Change vs previous 13F 0 shares

    2.39% of the 13F portfolio, value $7,263,225.

    13F-HR 0001799677-25-000001 filed by Detalus Advisors, LLC
    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 28,500 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $8,375,010.

    13F-HR 0001799677-24-000004 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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