HFM Investment Advisors’s Everforth Inc EFOR Stock Holding History

HFM Investment Advisors’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	–	Sell	-1	Closed	-$50	–	1270
2025 Q2	$50	Hold	1	–	–	﹤0.01%	1218
2025 Q1	$64	Buy	+1	New	+$77	﹤0.01%	984

Other funds holding EFOR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

HFM Investment Advisors's EFOR Position: Q3 2025 in Review

HFM Investment Advisors sold out of Everforth Inc (EFOR) in Q3 2025, closing a stake of 1 share — an estimated $50 sold.

HFM Investment Advisors first reported a position in EFOR in Q1 2025 and held it in 2 quarters. The position peaked at $64 in Q1 2025. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

HFM Investment Advisors reported no remaining Everforth Inc position as of Q3 2025 after selling out during the quarter.
HFM Investment Advisors sold 1 Everforth Inc share in Q3 2025, an estimated $50.
HFM Investment Advisors first reported a position in Everforth Inc in Q1 2025 and held it in 2 quarters.
HFM Investment Advisors's Everforth Inc position peaked at $64 in Q1 2025.
298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on HFM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.