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Disclosery

Everhart Financial Group, Inc.: DE position timeline

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

Everhart Financial Group, Inc. held 2,458 DE 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 2,458 shares
    Change vs previous 13F +77 shares

    0.1% of the 13F portfolio, value $1,650,670.

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

  2. period ended2026-06-30
    13F 2,381 shares
    Change vs previous 13F -15 shares

    0.1% of the 13F portfolio, value $1,510,340.

    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 2,396 shares
    Change vs previous 13F +107 shares

    0.11% of the 13F portfolio, value $1,349,667.

    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 2,289 shares
    Change vs previous 13F -103 shares

    0.1% of the 13F portfolio, value $1,065,690.

    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 2,392 shares
    Change vs previous 13F +71 shares

    0.11% of the 13F portfolio, value $1,093,766.

    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 2,321 shares
    Change vs previous 13F +261 shares

    0.14% of the 13F portfolio, value $1,180,205.

    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 2,060 shares
    Change vs previous 13F +153 shares

    0.13% of the 13F portfolio, value $966,861.

    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 1,907 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $807,996.

    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).