Carson Wealth (CWM LLC)
EFOR

Carson Wealth (CWM LLC)’s Everforth Inc EFOR Stock Holding History

Carson Wealth (CWM 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
Q1 		$783K Buy
20,235
+9,963
+97% +$444K ﹤0.01% 1698
2025
Q4 		$495K Buy
10,272
+956
+10% +$44.1K ﹤0.01% 1924
2025
Q3 		$441K Buy
9,316
+6,045
+185% +$308K ﹤0.01% 1869
2025
Q2 		$163K Buy
3,271
+2,090
+177% +$114K ﹤0.01% 2354
2025
Q1 		$74K Buy
1,181
+252
+27% +$19.4K ﹤0.01% 2669
2024
Q4 		$77K Sell
929
-11
-1% -$1K ﹤0.01% 2463
2024
Q3 		$88K Buy
940
+24
+3% +$2.23K ﹤0.01% 2280
2024
Q2 		$81K Buy
916
+59
+7% +$5.64K ﹤0.01% 2115
2024
Q1 		$90K Buy
857
+305
+55% +$29.5K ﹤0.01% 1936
2023
Q4 		$53K Sell
552
-138
-20% -$12.1K ﹤0.01% 2134
2023
Q3 		$56K Sell
690
-37
-5% -$2.95K ﹤0.01% 1988
2023
Q2 		$55K Buy
727
+411
+130% +$29.5K ﹤0.01% 1901
2023
Q1 		$26K Buy
316
+3
+1% +$260 ﹤0.01% 2310
2022
Q4 		$26K Buy
313
+20
+7% +$1.75K ﹤0.01% 2171
2022
Q3 		$26K Buy
293
+93
+47% +$9.02K ﹤0.01% 2043
2022
Q2 		$18K Sell
200
-852
-81% -$87.4K ﹤0.01% 2176
2022
Q1 		$123K Buy
1,052
+52
+5% +$5.89K ﹤0.01% 1247
2021
Q4 		$123K Buy
+1,000
New +$122K ﹤0.01% 1217
2021
Q2 		$97K Hold
1,000
– – ﹤0.01% 1151
2021
Q1 		$97K Hold
1,000
– – ﹤0.01% 1151
2020
Q4 		$97K Hold
1,000
– – ﹤0.01% 1151
2020
Q3 		$97K Hold
1,000
– – ﹤0.01% 1151
2020
Q2 		$97K Hold
1,000
– – ﹤0.01% 1151
2020
Q1 		$97K Hold
1,000
– – ﹤0.01% 1151
2019
Q4 		$97K Hold
1,000
– – ﹤0.01% 1151
2019
Q3 		$97K Hold
1,000
– – ﹤0.01% 1151
2019
Q2 		$97K Hold
1,000
– – ﹤0.01% 1151
2019
Q1 		$97K Buy
+1,000
New +$62.5K ﹤0.01% 1151

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EFOR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Everforth Inc (EFOR) stake by 97% in Q1 2026, buying an estimated $444K and bringing the position to 20,235 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #1698.

Carson Wealth (CWM LLC) first reported a position in EFOR in Q1 2019 and has held it in 28 quarters since. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,235 shares of Everforth Inc worth $783K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,963 Everforth Inc shares in Q1 2026, an estimated $444K.
  • Everforth Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1698 holding.
  • Carson Wealth (CWM LLC) first reported a position in Everforth Inc in Q1 2019 and has held it in 28 quarters since.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.