Red Tortoise LLC’s Everforth Inc EFOR Stock Holding History

Red Tortoise LLC’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	-96	Closed	-$4.55K	–	603
2025 Q3	$4.55K	Buy	+96	New	+$4.9K	﹤0.01%	395

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

Red Tortoise LLC's EFOR Position: Q4 2025 in Review

Red Tortoise LLC sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 96 shares — an estimated $4.55K sold.

Red Tortoise LLC first reported a position in EFOR in Q3 2025 and held it in 1 quarter. The position peaked at $4.55K in Q3 2025. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

Red Tortoise LLC reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
Red Tortoise LLC sold 96 Everforth Inc shares in Q4 2025, an estimated $4.55K.
Red Tortoise LLC first reported a position in Everforth Inc in Q3 2025 and held it in 1 quarter.
Red Tortoise LLC's Everforth Inc position peaked at $4.55K in Q3 2025.
275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on Red Tortoise LLC's 13F filing for Q4 2025, filed 22 Jan 2026.