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Disclosery

Pettee Investors, Inc.: EFX position timeline

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

Pettee Investors, Inc. held 7,359 EFX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,359 shares
    Change vs previous 13F -152 shares

    0.57% of the 13F portfolio, value $1,168,020.

    13F-HR 0001596901-26-000003 filed by Pettee Investors, Inc.
    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 7,511 shares
    Change vs previous 13F +359 shares

    0.67% of the 13F portfolio, value $1,306,463.

    13F-HR 0001596901-26-000002 filed by Pettee Investors, Inc.
    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 7,152 shares
    Change vs previous 13F -1,890 shares

    0.87% of the 13F portfolio, value $1,551,841.

    13F-HR 0001596901-26-000001 filed by Pettee Investors, Inc.
    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 9,042 shares
    Change vs previous 13F +470 shares

    1.28% of the 13F portfolio, value $2,319,544.

    13F-HR 0001596901-25-000005 filed by Pettee Investors, Inc.
    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 8,572 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,223,320.

    13F-HR 0001596901-25-000003 filed by Pettee Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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