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Disclosery

Everhart Financial Group, Inc.: ACN position timeline

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

Everhart Financial Group, Inc. held 2,136 ACN 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 2,136 shares
    Change vs previous 13F +499 shares

    0.02% of the 13F portfolio, value $391,678.

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

  2. period ended2026-06-30
    13F 1,637 shares
    Change vs previous 13F -164 shares

    0.01% of the 13F portfolio, value $203,708.

    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 1,801 shares
    Change vs previous 13F -2,062 shares

    0.03% of the 13F portfolio, value $357,120.

    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 3,863 shares
    Change vs previous 13F +2,184 shares

    0.1% of the 13F portfolio, value $1,036,443.

    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 1,679 shares
    Change vs previous 13F -1,189 shares

    0.04% of the 13F portfolio, value $414,041.

    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 2,868 shares
    Change vs previous 13F -1,110 shares

    0.1% of the 13F portfolio, value $857,217.

    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 3,978 shares
    Change vs previous 13F +168 shares

    0.17% of the 13F portfolio, value $1,241,295.

    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 3,810 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,340,320.

    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).