Leith Wheeler Investment Counsel’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-45,520
| Closed | -$2.16M | – | 89 |
|
|
2025
Q3 | $2.16M | Sell |
45,520
-55,488
| -55% | -$2.83M | 0.15% | 56 |
|
|
2025
Q2 | $5.04M | Sell |
101,008
-2,701
| -3% | -$148K | 0.36% | 49 |
|
|
2025
Q1 | $6.54M | Buy |
103,709
+1,315
| +1% | +$101K | 0.45% | 50 |
|
|
2024
Q4 | $8.53M | Sell |
102,394
-3,797
| -4% | -$347K | 0.62% | 46 |
|
|
2024
Q3 | $9.9M | Buy |
106,191
+12,416
| +13% | +$1.15M | 0.69% | 39 |
|
|
2024
Q2 | $8.27M | Buy |
93,775
+700
| +0.8% | +$66.9K | 0.71% | 44 |
|
|
2024
Q1 | $9.75M | Sell |
93,075
-38,202
| -29% | -$3.69M | 0.95% | 37 |
|
|
2023
Q4 | $12.6M | Sell |
131,277
-1,700
| -1% | -$148K | 1.38% | 15 |
|
|
2023
Q3 | $10.9M | Buy |
132,977
+1,550
| +1% | +$123K | 1.44% | 11 |
|
|
2023
Q2 | $9.94M | Buy |
131,427
+655
| +0.5% | +$47.1K | 1.3% | 13 |
|
|
2023
Q1 | $10.8M | Buy |
130,772
+900
| +0.7% | +$78.1K | 1.59% | 11 |
|
|
2022
Q4 | $10.6M | Sell |
129,872
-300
| -0.2% | -$26.3K | 1.59% | 11 |
|
|
2022
Q3 | $11.8M | Buy |
130,172
+13,370
| +11% | +$1.3M | 1.97% | 9 |
|
|
2022
Q2 | $13.6M | Buy |
116,802
+3,490
| +3% | +$358K | 1.79% | 8 |
|
|
2022
Q1 | $13.2M | Buy |
113,312
+890
| +0.8% | +$101K | 1.97% | 7 |
|
|
2021
Q4 | $13.9M | Buy |
112,422
+1,170
| +1% | +$143K | 1.96% | 7 |
|
|
2021
Q3 | $12.6M | Sell |
111,252
-12,010
| -10% | -$1.26M | 1.88% | 4 |
|
|
2021
Q2 | $11.9M | Buy |
123,262
+6,360
| +5% | +$650K | 1.82% | 3 |
|
|
2021
Q1 | $11.2M | Sell |
116,902
-7,310
| -6% | -$675K | 1.84% | 3 |
|
|
2020
Q4 | $13.2M | Buy |
124,212
+2,305
| +2% | +$177K | 1.85% | 3 |
|
|
2020
Q3 | $7.75M | Sell |
121,907
-23,820
| -16% | -$1.64M | 1.62% | 7 |
|
|
2020
Q2 | $9.72M | Buy |
145,727
+787
| +0.5% | +$41.8K | 2.37% | 3 |
|
|
2020
Q1 | $5.12M | Buy |
144,940
+61,082
| +73% | +$3.46M | 1.55% | 12 |
|
|
2019
Q4 | $5.95M | Buy |
83,858
+14,000
| +20% | +$914K | 1.49% | 13 |
|
|
2019
Q3 | $4.39M | Buy |
69,858
+1,590
| +2% | +$98.2K | 1.29% | 17 |
|
|
2019
Q2 | $4.14M | Buy |
68,268
+2,340
| +4% | +$141K | 1.25% | 15 |
|
|
2019
Q1 | $4.19M | Buy |
65,928
+17,770
| +37% | +$1.11M | 1.3% | 15 |
|
|
2018
Q4 | $2.63M | Buy |
48,158
+8,860
| +23% | +$578K | 0.98% | 15 |
|
|
2018
Q3 | $31M | Buy |
39,298
+1,210
| +3% | +$105K | 9.19% | 2 |
|
|
2018
Q2 | $2.98M | Buy |
38,088
+1,350
| +4% | +$110K | 1.02% | 13 |
|
|
2018
Q1 | $3.01M | Sell |
36,738
-9,195
| -20% | -$688K | 2.9% | 14 |
|
|
2017
Q4 | $2.95M | Buy |
45,933
+2,380
| +5% | +$144K | 5.15% | 6 |
|
|
2017
Q3 | $1.99M | Buy |
43,553
+10,250
| +31% | +$513K | 0.83% | 10 |
|
|
2017
Q2 | $1.8M | Buy |
33,303
+5,910
| +22% | +$304K | 0.81% | 7 |
|
|
2017
Q1 | $1.33M | Buy |
+27,393
| New | +$1.27M | 0.88% | 8 |
|
Other funds holding EFOR
NAMI
RP
Leith Wheeler Investment Counsel's EFOR Position: Q4 2025 in Review
Leith Wheeler Investment Counsel sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 45,520 shares — an estimated $2.16M sold.
Leith Wheeler Investment Counsel first reported a position in EFOR in Q1 2017 and held it in 35 quarters. The position peaked at $31M in Q3 2018. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.
- Leith Wheeler Investment Counsel reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
- Leith Wheeler Investment Counsel sold 45,520 Everforth Inc shares in Q4 2025, an estimated $2.16M.
- Leith Wheeler Investment Counsel first reported a position in Everforth Inc in Q1 2017 and held it in 35 quarters.
- Leith Wheeler Investment Counsel's Everforth Inc position peaked at $31M in Q3 2018.
- 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.
Based on Leith Wheeler Investment Counsel's 13F filing for Q4 2025, filed 12 Feb 2026.