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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

EFX holding history

Equifax Inc in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EFX overviewAll 13F holders of EFXFull Q2 2026 holdings

Shares (Q2 2026)
2,627
Value
$416.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EFX by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,627$416.9K<0.1%−263−9.1%ReducedHolders
Q1 20262,890$520.4K<0.1%+498+20.8%AddedHolders
Q4 20252,392$519.0K<0.1%+321+15.5%AddedHolders
Q3 20252,071$531.3K<0.1%−107−4.9%ReducedHolders
Q2 20252,178$564.9K<0.1%+188+9.4%AddedHolders
Q1 20251,990$484.7K<0.1%−940−32.1%ReducedHolders
Q4 20242,930$746.7K<0.1%+12+0.4%AddedHolders
Q3 20242,918$857.5K<0.1%−60−2.0%ReducedHolders
Q2 20242,978$722.0K<0.1%+2,794+1,518.5%AddedHolders
Q1 2024184$45.0K<0.1%−17−8.5%ReducedHolders
Q4 2023201$49.7K<0.1%−72−26.4%ReducedHolders
Q3 2023273$50.0K<0.1%00.0%UnchangedHolders
Q2 2023273$64.2K<0.1%−2−0.7%ReducedHolders
Q1 2023275$55.8K<0.1%−21−7.1%ReducedHolders
Q4 2022296$57.5K<0.1%−28−8.6%ReducedHolders
Q3 2022324$56.0K<0.1%−33−9.2%ReducedHolders
Q2 2022357$65.0K<0.1%−87−19.6%ReducedHolders
Q1 2022444$105.0K<0.1%00.0%UnchangedHolders
Q4 2021444$130.0K<0.1%+4+0.9%AddedHolders
Q3 2021440$112.0K<0.1%+362+464.1%AddedHolders
Q2 202178$19.0K<0.1%+8+11.4%AddedHolders
Q1 202170$13.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.