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Disclosery

Everhart Financial Group, Inc.: AMT position timeline

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

Everhart Financial Group, Inc. held 3,103 AMT 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 3,103 shares
    Change vs previous 13F +283 shares

    0.03% of the 13F portfolio, value $507,930.

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

  2. period ended2026-06-30
    13F 2,820 shares
    Change vs previous 13F -201 shares

    0.03% of the 13F portfolio, value $461,267.

    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 3,021 shares
    Change vs previous 13F +447 shares

    0.04% of the 13F portfolio, value $521,364.

    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 2,574 shares
    Change vs previous 13F -28 shares

    0.04% of the 13F portfolio, value $451,917.

    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 2,602 shares
    Change vs previous 13F +241 shares

    0.05% of the 13F portfolio, value $500,417.

    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 2,361 shares
    Change vs previous 13F +312 shares

    0.06% of the 13F portfolio, value $521,828.

    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 2,049 shares
    Change vs previous 13F +334 shares

    0.06% of the 13F portfolio, value $445,862.

    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 1,715 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $314,548.

    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).