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True Wealth Design’s Everforth Inc EFOR Stock Holding History

True Wealth Design’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
2026
Q3 		$6.09K Sell
185
-143
-44% -$3.98K ﹤0.01% 1267
2026
Q2 		$5.86K Buy
328
+18
+6% +$440 ﹤0.01% 1269
2026
Q1 		$12K Buy
310
+266
+605% +$11.9K ﹤0.01% 919
2025
Q4 		$2.12K Sell
44
-113
-72% -$5.21K ﹤0.01% 1429
2025
Q3 		$7.43K Buy
+157
New +$8.01K ﹤0.01% 940
2025
Q2 		– Sell
-29
Closed -$1.83K – 2586
2025
Q1 		$1.83K Buy
+29
New +$2.23K ﹤0.01% 1039

Other funds holding EFOR

Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's EFOR Position: Q3 2026 in Review

True Wealth Design reduced its Everforth Inc (EFOR) stake by 44% in Q3 2026, selling an estimated $3.98K and leaving 185 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

True Wealth Design first reported a position in EFOR in Q1 2025 and has held it in 6 quarters since. The position peaked at $12K in Q1 2026. 21 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • True Wealth Design held 185 shares of Everforth Inc worth $6.09K as of Q3 2026.
  • True Wealth Design sold 143 Everforth Inc shares in Q3 2026, an estimated $3.98K.
  • Everforth Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1267 holding.
  • True Wealth Design first reported a position in Everforth Inc in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Everforth Inc position peaked at $12K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.