Skip to content
Disclosery

Everhart Financial Group, Inc.: CI position timeline

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

Everhart Financial Group, Inc. held 3,371 CI 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 3,371 shares
    Change vs previous 13F -270 shares

    0.06% of the 13F portfolio, value $916,368.

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

  2. period ended2026-06-30
    13F 3,641 shares
    Change vs previous 13F +121 shares

    0.06% of the 13F portfolio, value $1,003,760.

    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 3,520 shares
    Change vs previous 13F +1,129 shares

    0.08% of the 13F portfolio, value $938,950.

    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 2,391 shares
    Change vs previous 13F -868 shares

    0.06% of the 13F portfolio, value $658,043.

    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 3,259 shares
    Change vs previous 13F +657 shares

    0.09% of the 13F portfolio, value $939,353.

    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 2,602 shares
    Change vs previous 13F +465 shares

    0.1% of the 13F portfolio, value $860,169.

    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 2,137 shares
    Change vs previous 13F +778 shares

    0.1% of the 13F portfolio, value $703,073.

    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 1,359 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $375,274.

    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).