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Disclosery

Everhart Financial Group, Inc.: CRM position timeline

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

Everhart Financial Group, Inc. held 5,552 CRM 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 5,552 shares
    Change vs previous 13F +1,173 shares

    0.08% of the 13F portfolio, value $1,274,566.

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

  2. period ended2026-06-30
    13F 4,379 shares
    Change vs previous 13F -2,071 shares

    0.04% of the 13F portfolio, value $685,986.

    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 6,450 shares
    Change vs previous 13F +1,399 shares

    0.1% of the 13F portfolio, value $1,203,961.

    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 5,051 shares
    Change vs previous 13F +86 shares

    0.12% of the 13F portfolio, value $1,337,951.

    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 4,965 shares
    Change vs previous 13F -464 shares

    0.12% of the 13F portfolio, value $1,176,588.

    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 5,429 shares
    Change vs previous 13F -685 shares

    0.17% of the 13F portfolio, value $1,480,546.

    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 6,114 shares
    Change vs previous 13F +363 shares

    0.22% of the 13F portfolio, value $1,640,836.

    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 5,751 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,922,813.

    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).