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Equifax shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Equifax (EFX) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Equifax

Tip: Access up to 7 years of quarterly data

All positions including Equifax held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equifax by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $227k 847 267.52

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Internatnal Val (DFIV)
Select Sector Spdr Tr Financial (XLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Russell 3000 Etf (IWV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lakeshore Financial Planning

Top funds holding Equifax

Vanguard Group
BlackRock
Morgan Stanley
Massachusetts Financial Services
T. Rowe Price Investment Management
Generation Investment Management
Geode Capital Management
FMR
Parnassus Investments
Cantillon Capital Mgnt
Jensen Investment Management
Van Eck Associates Corp.
T. Rowe Price Associates
Mitsubishi UFJ Asset Management
Marshall Wace

View all funds holding Equifax