Position in EFOR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$8,327
-$9,711 QoQ
Shares Held
466
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#189
of 242 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EFOR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Nvest Wealth Strategies, Inc. holds $23,001 across 4 Information Technology Services names. EFOR ranks #2 (36.2% of the industry book) .
All Filings in EFOR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,327 | 466 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $18,038 | 466 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $22,447 | 466 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||