HWM
EFOR

Hemington Wealth Management’s Everforth Inc EFOR Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$0 Buy
18
+1
+6% +$51 ﹤0.01% 1526
2025
Q2 		$0 Sell
17
-57
-77% -$3.11K ﹤0.01% 1505
2025
Q1 		$4K Sell
74
-5
-6% -$385 ﹤0.01% 1090
2024
Q4 		$6K Sell
79
-2
-2% -$183 ﹤0.01% 930
2024
Q3 		$7K Buy
+81
New +$7.51K ﹤0.01% 804

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hemington Wealth Management's EFOR Position: Q3 2025 in Review

Hemington Wealth Management increased its Everforth Inc (EFOR) stake by 5.9% in Q3 2025, buying an estimated $51 and bringing the position to 18 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Hemington Wealth Management first reported a position in EFOR in Q3 2024 and has held it in 5 quarters since. The position peaked at $7K in Q3 2024. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

  • Hemington Wealth Management held 18 shares of Everforth Inc worth $0 as of Q3 2025.
  • Hemington Wealth Management bought 1 Everforth Inc share in Q3 2025, an estimated $51.
  • Everforth Inc made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1526 holding.
  • Hemington Wealth Management first reported a position in Everforth Inc in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Everforth Inc position peaked at $7K in Q3 2024.
  • 298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.