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Everhart Financial Group, Inc.: DAL position timeline

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

Everhart Financial Group, Inc. held 15,006 DAL 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 15,006 shares
    Change vs previous 13F +470 shares

    0.08% of the 13F portfolio, value $1,252,401.

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

  2. period ended2026-06-30
    13F 14,536 shares
    Change vs previous 13F -794 shares

    0.09% of the 13F portfolio, value $1,361,442.

    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 15,330 shares
    Change vs previous 13F +1,499 shares

    0.09% of the 13F portfolio, value $1,019,138.

    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 13,831 shares
    Change vs previous 13F +1,185 shares

    0.09% of the 13F portfolio, value $959,871.

    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 12,646 shares
    Change vs previous 13F +3,196 shares

    0.07% of the 13F portfolio, value $717,668.

    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 9,450 shares
    Change vs previous 13F +132 shares

    0.05% of the 13F portfolio, value $464,751.

    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 9,318 shares
    Change vs previous 13F -509 shares

    0.06% of the 13F portfolio, value $406,265.

    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 9,827 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $594,534.

    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).