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Disclosery

Everhart Financial Group, Inc.: BIV position timeline

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

Everhart Financial Group, Inc. held 368,484 BIV 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 368,484 shares
    Change vs previous 13F -13,297 shares

    1.65% of the 13F portfolio, value $26,847,752.

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

  2. period ended2026-06-30
    13F 381,781 shares
    Change vs previous 13F +13,494 shares

    1.87% of the 13F portfolio, value $29,282,601.

    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 368,287 shares
    Change vs previous 13F -13,356 shares

    2.42% of the 13F portfolio, value $28,424,370.

    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 381,643 shares
    Change vs previous 13F -26,067 shares

    2.75% of the 13F portfolio, value $29,722,390.

    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 407,710 shares
    Change vs previous 13F -11,098 shares

    3.19% of the 13F portfolio, value $31,838,059.

    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 418,808 shares
    Change vs previous 13F -62,769 shares

    3.74% of the 13F portfolio, value $32,390,582.

    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 481,577 shares
    Change vs previous 13F +457,120 shares

    5.04% of the 13F portfolio, value $36,874,321.

    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 24,457 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,827,684.

    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).