COLDSTREAM CAPITAL MANAGEMENT INC

Position in EFOR — Everforth Inc

CIK 1082339 BELLEVUE, WA

Position in EFOR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$270,730

+$81,418 QoQ

Shares Held

15,150

+404.3% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#128

of 242 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Technology · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $20,109,123 across 12 Information Technology Services names. EFOR ranks #9 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	46,912	$13,192,123
2	ACN	Accenture plc	14,876	$1,851,169
3	BR	Broadridge Financial Solutions, Inc.	13,403	$1,835,540
4	CACI	Caci International Inc /De/	1,441	$667,557
5	LDOS	Leidos Holdings, Inc.	5,039	$518,865
6	IT	Gartner Inc	3,596	$466,113
7	CTSH	Cognizant Technology Solutions Corp	10,961	$424,519
8	FIS	Fidelity National Information Services, Inc.	10,400	$404,352

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$270,730	15,150	+404.3%	Shares	Sole	2026-08-14
2025-03-31	$189,312	3,004	-8.2%	Shares	Sole	2025-05-13
2024-12-31	$272,688	3,272	-3.7%	Shares	Sole	2025-02-14
2024-09-30	$316,795	3,398	+0.3%	Shares	Sole	2024-11-18
2024-06-30	$298,631	3,387	+0.7%	Shares	Sole	2024-08-07
2024-03-31	$352,412	3,364	+0.7%	Shares	Sole	2024-05-14
2023-12-31	$321,303	3,341	+18.0%	Shares	Sole	2024-02-09
2023-09-30	$231,236	2,831	+2.1%	Shares	Sole	2023-11-02
2023-06-30	$209,646	2,772	+2.2%	Shares	Sole	2023-08-03
2023-03-31	$224,283	2,713	+1.3%	Shares	Sole	2023-05-15
2022-12-31	$218,284	2,679	-4.9%	Shares	Sole	2023-01-10
2022-06-30	$254,234	2,817	-2.7%	Shares	Sole	2022-08-08
2022-03-31	$337,992	2,896	+1.5%	Shares	Sole	2022-05-11
2021-12-31	$352,183	2,854	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.