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Disclosery

Everhart Financial Group, Inc.: BSV position timeline

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

Everhart Financial Group, Inc. held 24,541 BSV 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 24,541 shares
    Change vs previous 13F -1,350 shares

    0.12% of the 13F portfolio, value $1,874,925.

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

  2. period ended2026-06-30
    13F 25,891 shares
    Change vs previous 13F -712 shares

    0.13% of the 13F portfolio, value $2,017,200.

    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 26,603 shares
    Change vs previous 13F -382 shares

    0.18% of the 13F portfolio, value $2,085,941.

    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 26,985 shares
    Change vs previous 13F -1,673 shares

    0.2% of the 13F portfolio, value $2,126,715.

    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 28,658 shares
    Change vs previous 13F -2,143 shares

    0.23% of the 13F portfolio, value $2,261,401.

    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 30,801 shares
    Change vs previous 13F -554 shares

    0.28% of the 13F portfolio, value $2,424,010.

    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 31,355 shares
    Change vs previous 13F +2,106 shares

    0.34% of the 13F portfolio, value $2,454,477.

    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 29,249 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,260,079.

    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).