Skip to content
Disclosery

Everhart Financial Group, Inc.: CFG position timeline

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

Everhart Financial Group, Inc. held 24,316 CFG 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 24,316 shares
    Change vs previous 13F +1,037 shares

    0.1% of the 13F portfolio, value $1,550,388.

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

  2. period ended2026-06-30
    13F 23,279 shares
    Change vs previous 13F +1,487 shares

    0.1% of the 13F portfolio, value $1,631,160.

    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 21,792 shares
    Change vs previous 13F +4,463 shares

    0.11% of the 13F portfolio, value $1,306,866.

    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 17,329 shares
    Change vs previous 13F +2,846 shares

    0.09% of the 13F portfolio, value $1,012,187.

    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 14,483 shares
    Change vs previous 13F +4,535 shares

    0.08% of the 13F portfolio, value $769,916.

    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 9,948 shares
    Change vs previous 13F -2,907 shares

    0.05% of the 13F portfolio, value $445,173.

    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 12,855 shares
    Change vs previous 13F +2,641 shares

    0.07% of the 13F portfolio, value $526,669.

    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 10,214 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $446,965.

    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).