LeConte Wealth Management’s Everforth Inc EFOR Stock Holding History

LeConte 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
2026 Q3	$228K	Buy	+6,922	New	+$193K	0.12%	160

Other funds holding EFOR

SIM

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

LeConte Wealth Management's EFOR Position: Q3 2026 in Review

LeConte Wealth Management opened a new position in Everforth Inc (EFOR) in Q3 2026: 6,922 shares worth $228K. The stake represents 0.12% of the portfolio and ranks #160 among its holdings.

30 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

LeConte Wealth Management held 6,922 shares of Everforth Inc worth $228K as of Q3 2026.
Everforth Inc was a new LeConte Wealth Management position in Q3 2026.
Everforth Inc made up 0.12% of LeConte Wealth Management's portfolio in Q3 2026, its #160 holding.
30 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.