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Disclosery

Everhart Financial Group, Inc.: BRK-B position timeline

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

Everhart Financial Group, Inc. held 16,826 BRK-B 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 16,826 shares
    Change vs previous 13F +154 shares

    0.52% of the 13F portfolio, value $8,378,616.

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

  2. period ended2026-06-30
    13F 16,672 shares
    Change vs previous 13F -230 shares

    0.53% of the 13F portfolio, value $8,342,502.

    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 16,902 shares
    Change vs previous 13F +1,584 shares

    0.69% of the 13F portfolio, value $8,099,438.

    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 15,318 shares
    Change vs previous 13F +503 shares

    0.71% of the 13F portfolio, value $7,699,593.

    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 14,815 shares
    Change vs previous 13F +239 shares

    0.75% of the 13F portfolio, value $7,448,093.

    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 14,576 shares
    Change vs previous 13F +3,295 shares

    0.82% of the 13F portfolio, value $7,080,584.

    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 11,281 shares
    Change vs previous 13F +662 shares

    0.82% of the 13F portfolio, value $6,008,035.

    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 10,619 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $4,813,381.

    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).