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Superior Planning, LLC’s Everforth Inc EFOR Stock Holding History

Superior Planning, LLC’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$34.5K Buy
+1,049
New +$29.2K 0.01% 492

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Superior Planning, LLC's EFOR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Everforth Inc (EFOR) in Q3 2026: 1,049 shares worth $34.5K. The stake represents 0.01% of the portfolio and ranks #492 among its holdings.

186 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • Superior Planning, LLC held 1,049 shares of Everforth Inc worth $34.5K as of Q3 2026.
  • Everforth Inc was a new Superior Planning, LLC position in Q3 2026.
  • Everforth Inc made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #492 holding.
  • 186 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.