Clearstead Advisors, LLC

Position in EFOR — Everforth Inc

CIK 842775 CLEVELAND, OH

Position in EFOR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,037

-$14,918 QoQ

Shares Held

114

-67.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#210

of 242 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Clearstead Advisors, LLC holds $20,474,433 across 42 Information Technology Services names. EFOR ranks #30 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	45,993	$12,933,691
2	ACN	Accenture plc	45,340	$5,642,109
3	CACI	Caci International Inc /De/	1,021	$472,988
4	CDW	CDW Corp	1,603	$225,445
5	CTSH	Cognizant Technology Solutions Corp	4,498	$174,207
6	VYX	NCR Voyix Corp	21,149	$172,787
7	BR	Broadridge Financial Solutions, Inc.	1,003	$137,360
8	WSE	Wise Group plc	7,294	$86,871

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,037	114	-67.6%	Shares	Sole	2026-08-06
2025-12-31	$16,955	352	+18.9%	Shares	Sole	2026-02-09
2025-09-30	$14,015	296	+244.2%	Shares	Sole	2025-11-10
2025-06-30	$4,293	86	+1128.6%	Shares	Sole	2025-08-08
2025-03-31	$441	7	-97.9%	Shares	Sole	2025-05-13
2024-03-31	$35,408	338	-3.4%	Shares	Sole	2024-05-14
2023-12-31	$33,659	350	0.0%	Shares	Sole	2024-02-12
2023-09-30	$28,588	350	0.0%	Shares	Sole	2023-11-07
2023-06-30	$26,470	350	0.0%	Shares	Sole	2023-08-07
2023-03-31	$28,934	350	0.0%	Shares	Sole	2023-05-09
2022-12-31	$28,518	350	0.0%	Shares	Sole	2023-02-14
2022-09-30	$31,629	350	0.0%	Shares	Sole	2022-11-15
2022-06-30	$31,587	350	-64.5%	Shares	Sole	2022-08-12
2022-03-31	$114,959	985	-37.9%	Shares	Sole	2022-05-04
2021-12-31	$195,589	1,585	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.