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Disclosery

Everhart Financial Group, Inc.: ADSK position timeline

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

Everhart Financial Group, Inc. held 1,981 ADSK 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 1,981 shares
    Change vs previous 13F +419 shares

    0.03% of the 13F portfolio, value $414,029.

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

  2. period ended2026-06-30
    13F 1,562 shares
    Change vs previous 13F -830 shares

    0.02% of the 13F portfolio, value $303,684.

    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 2,392 shares
    Change vs previous 13F -355 shares

    0.05% of the 13F portfolio, value $572,645.

    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 2,747 shares
    Change vs previous 13F -56 shares

    0.08% of the 13F portfolio, value $813,139.

    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 2,803 shares
    Change vs previous 13F +387 shares

    0.09% of the 13F portfolio, value $890,429.

    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 2,416 shares
    Change vs previous 13F +504 shares

    0.09% of the 13F portfolio, value $747,921.

    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 1,912 shares
    Change vs previous 13F +210 shares

    0.07% of the 13F portfolio, value $500,562.

    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 1,702 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $503,060.

    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).