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Creative Planning EFOR Position History
Everforth, Inc. • Services
Quarters held
8
Latest value
$9.7M
Q3 2026
Peak value
$9.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $19K |
| Q3 2025 | $1.1M |
| Q4 2025 | $2.5M |
| Q1 2026 | $1.8M |
| Q2 2026 | $36K |
| Q2 2026 | $4.8M |
| Q3 2026 | $98K |
| Q3 2026 | $9.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.7M | 294.9K | — | — |
| Q3 2026 | $98K | 3.0K | — | — |
| Q2 2026 | $4.8M | 267.3K | — | — |
| Q2 2026 | $36K | 2.0K | — | — |
| Q1 2026 | $1.8M | 45.6K | — | — |
| Q4 2025 | $2.5M | 51.4K | — | — |
| Q3 2025 | $1.1M | 23.7K | — | — |
| Q3 2025 | $19K | 406 | — | — |
Other funds holding EFOR
$188.6M
$188.4M
$166.5M
$67.5M
$63.9M
$58.1M
$50.8M