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
- period ended2026-09-3013F 15,006 sharesChange 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 - period ended2026-06-3013F 14,536 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,330 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,831 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,646 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,450 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,318 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,827 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).