Linden Thomas Advisory Services’s Everforth Inc EFOR Stock Holding History

Linden Thomas Advisory Services’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 Q4	–	Sell	-4,425	Closed	-$210K	–	486
2025 Q3	$210K	Sell	4,425 -44	-1%	-$2.25K	0.02%	473
2025 Q2	$223K	Buy	+4,469	New	+$244K	0.02%	466
2024 Q4	–	Sell	-2,170	Closed	-$202K	–	471
2024 Q3	$202K	Buy	+2,170	New	+$201K	0.03%	459
2024 Q2	–	Sell	-1,962	Closed	-$206K	–	451
2024 Q1	$206K	Buy	+1,962	New	+$190K	0.03%	438

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Linden Thomas Advisory Services's EFOR Position: Q4 2025 in Review

Linden Thomas Advisory Services sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 4,425 shares — an estimated $210K sold.

Linden Thomas Advisory Services first reported a position in EFOR in Q1 2024 and held it in 4 quarters. The position peaked at $223K in Q2 2025. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

Linden Thomas Advisory Services reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
Linden Thomas Advisory Services sold 4,425 Everforth Inc shares in Q4 2025, an estimated $210K.
Linden Thomas Advisory Services first reported a position in Everforth Inc in Q1 2024 and held it in 4 quarters.
Linden Thomas Advisory Services's Everforth Inc position peaked at $223K in Q2 2025.
275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on Linden Thomas Advisory Services's 13F filing for Q4 2025, filed 16 Jan 2026.