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Disclosery

Everhart Financial Group, Inc.: AJG position timeline

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

Everhart Financial Group, Inc. held 1,175 AJG 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 1,175 shares
    Change vs previous 13F +1,175 shares

    0.02% of the 13F portfolio, value $268,029.

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -661 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 661 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $204,738.

    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).