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Everhart Financial Group, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Everhart Financial Group, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Everhart Financial Group, Inc. held 164,127 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 164,127 shares
    Change vs previous 13F -32,959 shares

    3.37% of the 13F portfolio, value $54,657,477.

    13F-HR 0002085853-26-001122 filed by Everhart Financial Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 197,086 shares
    Change vs previous 13F +55,929 shares

    3.65% of the 13F portfolio, value $57,028,826.

    13F-HR 0002085853-26-000657 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 141,157 shares
    Change vs previous 13F +17,149 shares

    3.05% of the 13F portfolio, value $35,824,337.

    13F-HR 0002085853-26-000316 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 124,008 shares
    Change vs previous 13F +9,038 shares

    3.12% of the 13F portfolio, value $33,712,696.

    13F-HR 0002085853-26-000007 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 114,970 shares
    Change vs previous 13F +404 shares

    2.93% of the 13F portfolio, value $29,274,732.

    13F-HR 0002085853-25-000218 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 114,566 shares
    Change vs previous 13F -8,421 shares

    2.72% of the 13F portfolio, value $23,505,497.

    13F-HR 0001667731-25-001064 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 122,987 shares
    Change vs previous 13F +14,259 shares

    3.74% of the 13F portfolio, value $27,319,144.

    13F-HR 0001667731-25-000433 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 108,728 shares
    Change vs previous 13F not available

    5.6% of the 13F portfolio, value $27,227,543.

    13F-HR 0001667731-25-000184 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).