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BSW Wealth Partners

SEC CIK
0001512601
Latest filing
Jul 15, 2026

EFX holding history

Equifax Inc in every 13F filed by BSW Wealth Partners, 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 (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of EFX by BSW Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−1,516−100.0%Sold outHolders
Q2 20231,516$356.7K0.1%−2−0.1%ReducedHolders
Q1 20231,518$307.9K0.1%+51+3.5%AddedHolders
Q4 20221,467$285.0K0.1%+1,467NewHolders
Q2 20220$00.0%−845−100.0%Sold outHolders
Q1 2022845$200.0K0.1%+33+4.1%AddedHolders
Q4 2021812$238.0K0.1%00.0%UnchangedHolders
Q3 2021812$206.0K0.1%+812NewHolders
Q2 20210$00.0%−1,141−100.0%Sold outHolders
Q1 20211,141$207.0K0.1%––Holders

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