Harbour Investments’s Everforth Inc EFOR Stock Holding History

Harbour Investments’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	$984	Buy	+25	New	+$1.11K	﹤0.01%	4102
2025 Q4	–	Sell	-6	Closed	-$284	–	3875
2025 Q3	$284	Sell	6 -10	-63%	-$510	﹤0.01%	3576
2025 Q2	$799	Hold	16	–	–	﹤0.01%	3315
2025 Q1	$1.01K	Hold	16	–	–	﹤0.01%	3238
2024 Q4	$1.33K	Hold	16	–	–	﹤0.01%	3100
2024 Q3	$1.49K	Hold	16	–	–	﹤0.01%	3011
2024 Q2	$1.41K	Buy	+16	New	+$1.53K	﹤0.01%	2913
2021 Q4	–	Sell	-33	Closed	-$4K	–	2674
2021 Q3	$4K	Buy	33 +13	+65%	+$1.37K	﹤0.01%	3054
2021 Q2	$2K	Buy	20 +1	+5%	+$102	﹤0.01%	3333
2021 Q1	$2K	Buy	+19	New	+$1.75K	﹤0.01%	3175

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

Harbour Investments's EFOR Position: Q1 2026 in Review

Harbour Investments opened a new position in Everforth Inc (EFOR) in Q1 2026: 25 shares worth $984. The stake represents ﹤0.01% of the portfolio and ranks #4102 among its holdings. This is a return to the name: Harbour Investments previously reported a position in EFOR as recently as Q3 2025.

Harbour Investments first reported a position in EFOR in Q1 2021 and has held it in 10 quarters since. The position peaked at $4K in Q3 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

Harbour Investments held 25 shares of Everforth Inc worth $984 as of Q1 2026.
Everforth Inc was a new Harbour Investments position in Q1 2026.
Everforth Inc made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #4102 holding.
Harbour Investments first reported a position in Everforth Inc in Q1 2021 and has held it in 10 quarters since.
Harbour Investments's Everforth Inc position peaked at $4K in Q3 2021.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.