Everhart Financial Group, Inc.: CF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Everhart Financial Group, Inc. on CF, newest first. How the timeline and the estimate are built.
Everhart Financial Group, Inc. held 3,331 CF shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 3,331 sharesChange vs previous 13F -52 shares
0.02% of the 13F portfolio, value $383,731.
13F-HR 0002085853-26-001122 filed by Everhart Financial Group, Inc.
Accepted , ingested - period ended2026-06-3013F 3,383 sharesChange vs previous 13F -291 shares
0.02% of the 13F portfolio, value $366,244.
13F-HR 0002085853-26-000657 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,674 sharesChange vs previous 13F +3,674 shares
0.04% of the 13F portfolio, value $477,032.
13F-HR 0002085853-26-000316 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -2,675 shares
13F-HR 0002085853-26-000007 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 2,675 sharesChange vs previous 13F +480 shares
0.02% of the 13F portfolio, value $239,948.
13F-HR 0002085853-25-000218 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,195 sharesChange vs previous 13F +2,195 shares
0.02% of the 13F portfolio, value $201,940.
13F-HR 0001667731-25-001064 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -2,610 shares
13F-HR 0001667731-25-000433 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 2,610 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $222,685.
13F-HR 0001667731-25-000184 filed by Everhart Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).