Position in EFOR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,182,279
New position
Shares Held
66,161
first reported quarter
Ownership
0.161%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#67
of 242 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Information Technology Services
Technology · as of Jun 30, 2026AE Wealth Management LLC holds $100,110,101 across 18 Information Technology Services names. EFOR ranks #3 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
249,165 | $70,067,649 | |
| 2 | ACN |
Accenture plc
|
186,062 | $23,153,519 | |
| 3 | EFOR |
Everforth Inc
This page
|
66,161 | $1,182,279 | |
| 4 | SAIC |
Science Applications International Corp
|
10,465 | $1,155,432 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
10,490 | $1,080,149 | |
| 6 | CACI |
Caci International Inc /De/
|
986 | $456,770 | |
| 7 | VRRM |
VERRA MOBILITY Corp
|
105,538 | $448,525 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
10,361 | $401,274 |
All Filings in EFOR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,182,279 | 66,161 | Shares | Other | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||