LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in EFOR — Everforth Inc
CIK 932974
BOSTON, MA
Position in EFOR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$32,559
-$37,970 QoQ
Shares Held
1,822
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#168
of 242 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EFOR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $96,066,831 across 7 Information Technology Services names. EFOR ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSE |
Wise Group plc
|
4,378,556 | $52,148,601 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
220,545 | $30,203,636 | |
| 3 | ACN |
Accenture plc
|
65,832 | $8,192,134 | |
| 4 | IBM |
International Business Machines Corp
|
13,946 | $3,921,754 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
11,324 | $1,559,767 | |
| 6 | EFOR |
Everforth Inc
This page
|
1,822 | $32,559 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
741 | $8,380 |
All Filings in EFOR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,559 | 1,822 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $70,529 | 1,822 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $87,765 | 1,822 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $86,271 | 1,822 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $90,972 | 1,822 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $114,822 | 1,822 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $151,845 | 1,822 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $169,865 | 1,822 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $160,645 | 1,822 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $190,872 | 1,822 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $175,221 | 1,822 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $148,820 | 1,822 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $137,797 | 1,822 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $150,624 | 1,822 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $148,456 | 1,822 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $164,654 | 1,822 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $164,435 | 1,822 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $212,645 | 1,822 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $235,323 | 1,907 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $215,757 | 1,907 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $184,845 | 1,907 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $159,291 | 1,907 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $115,806 | 1,822 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $121,490 | 1,822 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $64,353 | 1,822 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||