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Disclosery

Everhart Financial Group, Inc.: AGNT position timeline

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

Everhart Financial Group, Inc. held 64,151 AGNT 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 64,151 shares
    Change vs previous 13F +11,979 shares

    0.01% of the 13F portfolio, value $235,434.

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

  2. period ended2026-06-30
    13F 52,172 shares
    Change vs previous 13F -10,212 shares

    0.02% of the 13F portfolio, value $282,251.

    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 62,384 shares
    Change vs previous 13F +8,456 shares

    0.03% of the 13F portfolio, value $373,680.

    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 53,928 shares
    Change vs previous 13F -2,430 shares

    0.05% of the 13F portfolio, value $488,048.

    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 56,358 shares
    Change vs previous 13F +9,675 shares

    0.06% of the 13F portfolio, value $600,776.

    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 46,683 shares
    Change vs previous 13F -6,658 shares

    0.05% of the 13F portfolio, value $424,815.

    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 53,341 shares
    Change vs previous 13F -195 shares

    0.07% of the 13F portfolio, value $521,675.

    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 53,536 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $616,199.

    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).