Everforth, Inc.
US ˙ NYSE ˙ US00191U1025

SecurityEFOR / Everforth, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership45,601 shares
Latest Disclosed Value $ 1,765,215
Creative Planning reports 11.20% decrease in ownership of EFOR / Everforth, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 45,601 shares of Everforth, Inc. (US:EFOR) valued at $1,765,215 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 51,352 shares of Everforth, Inc.. This represents a change in shares of -11.20% during the quarter. The current value of the position is $939,837 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F ASGN COM 00191U102 45,601 -5,751 -11.20 1,765 -28.63 0.0012
2026-02-17 2025-12-31 13F ASGN COM 00191U102 51,352 27,215 112.75 2,474 116.55 0.0018
2025-11-14 2025-09-30 13F ASGN COM 00191U102 24,137 14,694 155.61 1,143 142.46 0.0009
2025-08-08 2025-06-30 13F ASGN COM 00191U102 9,443 -7,584 -44.54 471 -56.10 0.0004
2025-05-15 2025-03-31 13F ASGN COM 00191U102 17,027 9,705 132.55 1,073 75.90 0.0010
2025-02-14 2024-12-31 13F ASGN COM 00191U102 7,322 -945 -11.43 610 -20.78 0.0006
2024-10-11 2024-09-30 13F ASGN COM 00191U102 8,267 -20 -0.24 771 5.48 0.0008
2024-08-15 2024-06-30 13F ASGN COM 00191U102 8,287 -2,441 -22.75 731 -35.00 0.0008
2024-05-13 2024-03-31 13F ASGN COM 00191U102 10,728 2,769 34.79 1,124 46.80 0.0012
2024-02-14 2023-12-31 13F ASGN COM 00191U102 7,959 2,716 51.80 765 78.74 0.0014
2023-11-16 2023-09-30 13F ASGN COM 00191U102 5,243 1,845 54.30 428 67.19 0.0006
2023-07-21 2023-06-30 13F ASGN COM 00191U102 3,398 3,398 257 0.0003
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.