Wealth Enhancement Advisory Services
EFOR icon

Wealth Enhancement Advisory Services’s Everforth Inc EFOR Stock Holding History

Wealth Enhancement 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
2026
Q3 		$584K Sell
24,006
-6,968
-22% -$194K ﹤0.01% 2663
2026
Q2 		$543K Buy
30,974
+5,423
+21% +$132K ﹤0.01% 2602
2026
Q1 		$588K Buy
25,551
+15,191
+147% +$677K ﹤0.01% 2185
2025
Q4 		$504K Buy
10,360
+420
+4% +$19.4K ﹤0.01% 2471
2025
Q3 		$474K Buy
+9,940
New +$507K ﹤0.01% 2411

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Robeco Institutional Asset Management
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Louisiana State Employees Retirement System
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Wealth Enhancement Advisory Services's EFOR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Everforth Inc (EFOR) stake by 22% in Q3 2026, selling an estimated $194K and leaving 24,006 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #2663.

Wealth Enhancement Advisory Services first reported a position in EFOR in Q3 2025 and has held it in 5 quarters since. The position peaked at $588K in Q1 2026. 63 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 24,006 shares of Everforth Inc worth $584K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 6,968 Everforth Inc shares in Q3 2026, an estimated $194K.
  • Everforth Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2663 holding.
  • Wealth Enhancement Advisory Services first reported a position in Everforth Inc in Q3 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Everforth Inc position peaked at $588K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.