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Disclosery

Fiduciary Alliance LLC: EFX position timeline

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

Fiduciary Alliance LLC held 3,947 EFX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,947 shares
    Change vs previous 13F -4 shares

    0.04% of the 13F portfolio, value $626,517.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 3,951 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $738,282.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 3,950 shares
    Change vs previous 13F -5 shares

    0.06% of the 13F portfolio, value $857,112.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 3,955 shares
    Change vs previous 13F -217 shares

    0.07% of the 13F portfolio, value $1,014,616.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 4,172 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,082,115.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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