CVA Family Office’s Everforth Inc EFOR Stock Holding History

CVA Family Office’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	$1.97K	Buy	+51	New	+$2.27K	﹤0.01%	1531
2025 Q3	–	Sell	-9	Closed	-$449	–	1303
2025 Q2	$449	Sell	9 -9	-50%	-$492	﹤0.01%	1252
2025 Q1	$1.13K	Buy	+18	New	+$1.39K	﹤0.01%	1082
2024 Q4	–	Sell	-5	Closed	-$466	–	1293
2024 Q3	$466	Hold	5	–	–	﹤0.01%	1235
2024 Q2	$441	Buy	+5	New	+$478	﹤0.01%	1251

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

CVA Family Office's EFOR Position: Q1 2026 in Review

CVA Family Office opened a new position in Everforth Inc (EFOR) in Q1 2026: 51 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #1531 among its holdings. This is a return to the name: CVA Family Office previously reported a position in EFOR as recently as Q2 2025.

CVA Family Office first reported a position in EFOR in Q2 2024 and has held it in 5 quarters since. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

CVA Family Office held 51 shares of Everforth Inc worth $1.97K as of Q1 2026.
Everforth Inc was a new CVA Family Office position in Q1 2026.
Everforth Inc made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1531 holding.
CVA Family Office first reported a position in Everforth Inc in Q2 2024 and has held it in 5 quarters since.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.