TFA
P

Toth Financial Advisory’s Everpure Inc P Stock Holding History

Toth Financial Advisory’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$916 Buy
+7
New +$659 ﹤0.01% 972
2024
Q3 		– Sell
-13,000
Closed -$835K – 764
2024
Q2 		$835K Buy
+13,000
New +$752K 0.11% 128
2023
Q2 		– Sell
-32
Closed -$817 – 868
2023
Q1 		$817 Sell
32
-3,300
-99% -$89K ﹤0.01% 759
2022
Q4 		$89.2K Sell
3,332
-8,700
-72% -$253K 0.01% 233
2022
Q3 		$329K Buy
12,032
+12,000
+37,500% +$339K 0.06% 154
2022
Q2 		$1K Sell
32
-28,850
-100% -$798K ﹤0.01% 663
2022
Q1 		$1.02M Hold
28,882
– – 0.15% 116
2021
Q4 		$940K Buy
28,882
+19,682
+214% +$571K 0.13% 128
2021
Q3 		$231K Buy
+9,200
New +$203K 0.04% 189

Other funds holding P

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Toth Financial Advisory's P Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Everpure Inc (P) in Q3 2026: 7 shares worth $916. The stake represents ﹤0.01% of the portfolio and ranks #972 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in P as recently as Q2 2024.

Toth Financial Advisory first reported a position in P in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.02M in Q1 2022. 26 funds tracked by Wall St. Rank hold P as of Q3 2026.

  • Toth Financial Advisory held 7 shares of Everpure Inc worth $916 as of Q3 2026.
  • Everpure Inc was a new Toth Financial Advisory position in Q3 2026.
  • Everpure Inc made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #972 holding.
  • Toth Financial Advisory first reported a position in Everpure Inc in Q3 2021 and has held it in 9 quarters since.
  • Toth Financial Advisory's Everpure Inc position peaked at $1.02M in Q1 2022.
  • 26 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.