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Livermore
Livermore
ZHEN

Burt Wealth Advisors

SEC CIK
0001612041
Latest filing
Nov 5, 2025

EFX holding history

Equifax Inc in every 13F filed by Burt Wealth Advisors, 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 Q3 2025 holdings

Shares (Q3 2025)
1,520
Value
$389.9K
% of portfolio
0.1%
Quarters held
16
Since Q2 2021
Holdings of EFX by Burt Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20251,520$389.9K0.1%00.0%UnchangedHolders
Q2 20251,520$394.2K0.1%00.0%UnchangedHolders
Q1 20251,520$370.2K0.1%+417+37.8%AddedHolders
Q4 20241,103$281.1K0.1%−205−15.7%ReducedHolders
Q3 20241,308$384.4K0.1%00.0%UnchangedHolders
Q2 20241,308$317.1K0.1%−465−26.2%ReducedHolders
Q1 20241,773$474.3K0.1%+617+53.4%AddedHolders
Q4 20231,156$285.9K0.1%00.0%UnchangedHolders
Q3 20231,156$211.8K0.1%00.0%UnchangedHolders
Q2 20231,156$272.0K0.1%00.0%UnchangedHolders
Q1 20231,156$234.5K0.1%00.0%UnchangedHolders
Q4 20221,156$224.7K0.1%+1,156NewHolders
Q2 20220$00.0%−1,043−100.0%Sold outHolders
Q1 20221,043$247.0K0.1%00.0%UnchangedHolders
Q4 20211,043$305.0K0.1%00.0%UnchangedHolders
Q3 20211,043$264.0K0.1%00.0%UnchangedHolders
Q2 20211,043$250.0K0.1%+1,043NewHolders