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Disclosery

Everhart Financial Group, Inc.: COST position timeline

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

Everhart Financial Group, Inc. held 4,232 COST 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 4,232 shares
    Change vs previous 13F -465 shares

    0.24% of the 13F portfolio, value $3,852,175.

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

  2. period ended2026-06-30
    13F 4,697 shares
    Change vs previous 13F -434 shares

    0.28% of the 13F portfolio, value $4,394,245.

    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 5,131 shares
    Change vs previous 13F +43 shares

    0.44% of the 13F portfolio, value $5,112,857.

    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 5,088 shares
    Change vs previous 13F +447 shares

    0.41% of the 13F portfolio, value $4,387,586.

    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 4,641 shares
    Change vs previous 13F -86 shares

    0.43% of the 13F portfolio, value $4,295,878.

    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 4,727 shares
    Change vs previous 13F +511 shares

    0.54% of the 13F portfolio, value $4,679,455.

    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 4,216 shares
    Change vs previous 13F +717 shares

    0.55% of the 13F portfolio, value $3,987,408.

    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 3,499 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $3,206,029.

    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).