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Disclosery

Everhart Financial Group, Inc.: AXP position timeline

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

Everhart Financial Group, Inc. held 4,935 AXP 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 4,935 shares
    Change vs previous 13F -273 shares

    0.09% of the 13F portfolio, value $1,500,734.

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

  2. period ended2026-06-30
    13F 5,208 shares
    Change vs previous 13F +189 shares

    0.11% of the 13F portfolio, value $1,761,606.

    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 5,019 shares
    Change vs previous 13F -1,533 shares

    0.13% of the 13F portfolio, value $1,518,147.

    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 6,552 shares
    Change vs previous 13F +1,606 shares

    0.22% of the 13F portfolio, value $2,423,912.

    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 4,946 shares
    Change vs previous 13F +692 shares

    0.16% of the 13F portfolio, value $1,642,863.

    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 4,254 shares
    Change vs previous 13F +267 shares

    0.16% of the 13F portfolio, value $1,356,941.

    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 3,987 shares
    Change vs previous 13F -406 shares

    0.15% of the 13F portfolio, value $1,072,702.

    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 4,393 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,303,799.

    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).