LPL Financial
EFOR

LPL Financial’s Everforth Inc EFOR Stock Holding History

LPL Financial’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
-7,011
Closed -$350K – 5810
2025
Q2 		$350K Sell
7,011
-16,018
-70% -$875K ﹤0.01% 4667
2025
Q1 		$1.37M Buy
23,029
+3,788
+20% +$292K ﹤0.01% 3282
2024
Q4 		$1.69M Buy
19,241
+2,454
+15% +$224K ﹤0.01% 3018
2024
Q3 		$1.57M Buy
16,787
+2,230
+15% +$207K ﹤0.01% 2966
2024
Q2 		$1.28M Buy
14,557
+282
+2% +$26.9K ﹤0.01% 3014
2024
Q1 		$1.5M Buy
14,275
+709
+5% +$68.6K ﹤0.01% 2810
2023
Q4 		$1.3M Buy
13,566
+202
+2% +$17.6K ﹤0.01% 2811
2023
Q3 		$1.07M Buy
13,364
+726
+6% +$57.8K ﹤0.01% 2830
2023
Q2 		$956K Buy
12,638
+331
+3% +$23.8K ﹤0.01% 2870
2023
Q1 		$1.02M Buy
12,307
+2,426
+25% +$210K ﹤0.01% 2741
2022
Q4 		$810K Sell
9,881
-61
-0.6% -$5.35K ﹤0.01% 2806
2022
Q3 		$898K Sell
9,942
-40
-0.4% -$3.88K ﹤0.01% 2634
2022
Q2 		$906K Buy
9,982
+1,038
+12% +$106K ﹤0.01% 2645
2022
Q1 		$1.03M Buy
8,944
+2,274
+34% +$258K ﹤0.01% 2594
2021
Q4 		$823K Buy
6,670
+938
+16% +$115K ﹤0.01% 2833
2021
Q3 		$662K Buy
+5,732
New +$603K ﹤0.01% 2966
2018
Q4 		– Sell
-4,097
Closed -$323K – 3075
2018
Q3 		$323K Buy
4,097
+590
+17% +$51K ﹤0.01% 2615
2018
Q2 		$274K Buy
3,507
+768
+28% +$62.8K ﹤0.01% 2733
2018
Q1 		$224K Buy
+2,739
New +$205K ﹤0.01% 2864
2014
Q2 		– Sell
-15,158
Closed -$585K – 2683
2014
Q1 		$585K Buy
15,158
+2,617
+21% +$87.7K ﹤0.01% 1622
2013
Q4 		$438K Buy
12,541
+4,039
+48% +$135K ﹤0.01% 1813
2013
Q3 		$283K Sell
8,502
-129
-1% -$4K ﹤0.01% 2052
2013
Q2 		$231K Buy
+8,631
New +$217K ﹤0.01% 2094

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

LPL Financial's EFOR Position: Q3 2025 in Review

LPL Financial sold out of Everforth Inc (EFOR) in Q3 2025, closing a stake of 7,011 shares — an estimated $350K sold.

LPL Financial first reported a position in EFOR in Q2 2013 and held it in 23 quarters. The position peaked at $1.69M in Q4 2024. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

  • LPL Financial reported no remaining Everforth Inc position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 7,011 Everforth Inc shares in Q3 2025, an estimated $350K.
  • LPL Financial first reported a position in Everforth Inc in Q2 2013 and held it in 23 quarters.
  • LPL Financial's Everforth Inc position peaked at $1.69M in Q4 2024.
  • 298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.