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Disclosery

Everhart Financial Group, Inc.: BMY position timeline

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

Everhart Financial Group, Inc. held 21,496 BMY 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 21,496 shares
    Change vs previous 13F +456 shares

    0.08% of the 13F portfolio, value $1,341,350.

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

  2. period ended2026-06-30
    13F 21,040 shares
    Change vs previous 13F -1,315 shares

    0.08% of the 13F portfolio, value $1,212,325.

    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 22,355 shares
    Change vs previous 13F +4,578 shares

    0.12% of the 13F portfolio, value $1,355,831.

    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 17,777 shares
    Change vs previous 13F +3,982 shares

    0.09% of the 13F portfolio, value $958,891.

    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 13,795 shares
    Change vs previous 13F +4,733 shares

    0.06% of the 13F portfolio, value $622,155.

    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 9,062 shares
    Change vs previous 13F -94 shares

    0.05% of the 13F portfolio, value $419,480.

    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 9,156 shares
    Change vs previous 13F +1,591 shares

    0.08% of the 13F portfolio, value $558,424.

    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 7,565 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $427,876.

    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).