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Disclosery

Everhart Financial Group, Inc.: CDNS position timeline

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

Everhart Financial Group, Inc. held 5,718 CDNS 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 5,718 shares
    Change vs previous 13F -365 shares

    0.12% of the 13F portfolio, value $1,887,998.

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

  2. period ended2026-06-30
    13F 6,083 shares
    Change vs previous 13F +169 shares

    0.15% of the 13F portfolio, value $2,283,072.

    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 5,914 shares
    Change vs previous 13F -27 shares

    0.14% of the 13F portfolio, value $1,643,323.

    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 5,941 shares
    Change vs previous 13F +288 shares

    0.17% of the 13F portfolio, value $1,857,038.

    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 5,653 shares
    Change vs previous 13F +104 shares

    0.2% of the 13F portfolio, value $1,985,673.

    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 5,549 shares
    Change vs previous 13F +1,701 shares

    0.2% of the 13F portfolio, value $1,709,924.

    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 3,848 shares
    Change vs previous 13F -88 shares

    0.13% of the 13F portfolio, value $978,662.

    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 3,936 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,182,611.

    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).