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Everhart Financial Group, Inc.: CBOE position timeline

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

Everhart Financial Group, Inc. held 3,370 CBOE 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 3,370 shares
    Change vs previous 13F -48 shares

    0.06% of the 13F portfolio, value $927,727.

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

  2. period ended2026-06-30
    13F 3,418 shares
    Change vs previous 13F -342 shares

    0.05% of the 13F portfolio, value $829,446.

    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 3,760 shares
    Change vs previous 13F +476 shares

    0.09% of the 13F portfolio, value $1,056,823.

    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 3,284 shares
    Change vs previous 13F +212 shares

    0.08% of the 13F portfolio, value $824,284.

    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 3,072 shares
    Change vs previous 13F +514 shares

    0.08% of the 13F portfolio, value $753,408.

    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 2,558 shares
    Change vs previous 13F +1,189 shares

    0.07% of the 13F portfolio, value $596,551.

    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 1,369 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $309,791.

    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).