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Disclosery

Everhart Financial Group, Inc.: AVGO position timeline

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

Everhart Financial Group, Inc. held 36,185 AVGO 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 36,185 shares
    Change vs previous 13F +266 shares

    0.78% of the 13F portfolio, value $12,707,798.

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

  2. period ended2026-06-30
    13F 35,919 shares
    Change vs previous 13F -3,586 shares

    0.87% of the 13F portfolio, value $13,568,406.

    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 39,505 shares
    Change vs previous 13F +6,040 shares

    1.04% of the 13F portfolio, value $12,227,258.

    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 33,465 shares
    Change vs previous 13F +2,428 shares

    1.07% of the 13F portfolio, value $11,582,312.

    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 31,037 shares
    Change vs previous 13F +1,643 shares

    1.03% of the 13F portfolio, value $10,239,417.

    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 29,394 shares
    Change vs previous 13F +2,769 shares

    0.94% of the 13F portfolio, value $8,102,456.

    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 26,625 shares
    Change vs previous 13F +1,101 shares

    0.61% of the 13F portfolio, value $4,457,824.

    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 25,524 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $5,917,484.

    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).