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Disclosery

Everhart Financial Group, Inc.: BND position timeline

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

Everhart Financial Group, Inc. held 22,500 BND 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 22,500 shares
    Change vs previous 13F -2,952 shares

    0.1% of the 13F portfolio, value $1,578,394.

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

  2. period ended2026-06-30
    13F 25,452 shares
    Change vs previous 13F -454 shares

    0.12% of the 13F portfolio, value $1,868,430.

    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 25,906 shares
    Change vs previous 13F +1,276 shares

    0.16% of the 13F portfolio, value $1,907,725.

    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 24,630 shares
    Change vs previous 13F +2,105 shares

    0.17% of the 13F portfolio, value $1,824,378.

    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 22,525 shares
    Change vs previous 13F -8,208 shares

    0.17% of the 13F portfolio, value $1,675,154.

    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 30,733 shares
    Change vs previous 13F -915 shares

    0.26% of the 13F portfolio, value $2,262,870.

    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 31,648 shares
    Change vs previous 13F +5,377 shares

    0.32% of the 13F portfolio, value $2,324,548.

    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 26,271 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,889,154.

    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).